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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,085 | $99,168-37.4% | $96,534-35.7% | $74,460-16.6% |
| Participation rate | 67.1% | 80.7%-13.6pp | 76.0%-8.9pp | 70.7%-3.6pp |
| Annual return | 17.49% | 22.40%-4.9pp | 25.88%-8.4pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,934 | $2,570+14.2% | $2,965-1.1% | $2,638+11.2% |
| Participant deferral / active EE | $2,212 | $4,936-55.2% | $4,851-54.4% | $4,530-51.2% |
| Admin fee / account holder | $38 | $225-82.9% | $8,253-99.5% | $348-89.0% |