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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,614 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,461 | $164,864-42.7% | $453,569-79.2% | $93,010+1.6% |
| Participation rate | 61.9% | 84.2%-22.3pp | 78.0%-16.1pp | 73.9%-12.0pp |
| Annual return | 16.76% | 17.89%-1.1pp | 64.43%-47.7pp | 158.70%-141.9pp |
| Employer contribution / active EE | $2,140 | $3,519-39.2% | $4,072-47.4% | $2,705-20.9% |
| Participant deferral / active EE | $4,382 | $5,690-23.0% | $6,211-29.5% | $4,561-3.9% |
| Admin fee / account holder | $25 | $104-76.0% | $11,214-99.8% | $152-83.5% |