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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC INVESTMENT SOLUTIONS INC Service code 99 · EIN 20-3715756 | Other Fees | $18,482 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 81-3968784 | Other Services | $6,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,019 | $45,022-24.4% | $85,126-60.0% | $77,714-56.2% |
| Participation rate | 18.4% | 48.7%-30.3pp | 67.5%-49.1pp | 70.6%-52.2pp |
| Annual return | 47.84% | 79.38%-31.5pp | 66.63%-18.8pp | 31.26%+16.6pp |
| Employer contribution / active EE | $352 | $1,610-78.2% | $2,731-87.1% | $2,727-87.1% |
| Participant deferral / active EE | $681 | $2,811-75.8% | $4,523-84.9% | $4,649-85.3% |
| Admin fee / account holder | $419 | $913-54.1% | $6,160-93.2% | $433-3.2% |