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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,613 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $558 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,290 | $44,764-50.2% | $68,794-67.6% | $64,814-65.6% |
| Participation rate | 39.5% | 64.8%-25.3pp | 69.0%-29.6pp | 71.5%-32.0pp |
| Annual return | -10.94% | -10.91%0pp | -6.37%-4.6pp | 32.84%-43.8pp |
| Employer contribution / active EE | $549 | $1,775-69.1% | $2,656-79.3% | $2,507-78.1% |
| Participant deferral / active EE | $998 | $3,238-69.2% | $3,941-74.7% | $4,310-76.8% |
| Admin fee / account holder | $29 | $151-81.1% | $4,934-99.4% | $188-84.8% |