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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,696 | $79,519+9.0% | $95,964-9.7% | $73,412+18.1% |
| Participation rate | 67.3% | 81.2%-13.9pp | 77.1%-9.8pp | 72.2%-4.9pp |
| Annual return | 20.77% | 19.20%+1.6pp | 91.64%-70.9pp | 59.30%-38.5pp |
| Employer contribution / active EE | $548 | $2,048-73.2% | $2,541-78.4% | $2,234-75.5% |
| Participant deferral / active EE | $2,932 | $4,138-29.1% | $4,167-29.6% | $3,806-23.0% |
| Admin fee / account holder | $93 | $184-49.3% | $6,797-98.6% | $158-40.8% |