Filed December 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,327 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,200 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,403 | $44,626+62.2% | $86,216-16.0% | $80,157-9.7% |
| Participation rate | 35.6% | 63.5%-27.9pp | 69.0%-33.4pp | 72.9%-37.3pp |
| Annual return | 15.70% | 19.61%-3.9pp | 1169.42%-1153.7pp | 40.39%-24.7pp |
| Employer contribution / active EE | $236 | $1,099-78.5% | $2,382-90.1% | $2,977-92.1% |
| Participant deferral / active EE | $1,513 | $2,769-45.3% | $3,986-62.0% | $5,015-69.8% |
| Admin fee / account holder | $20 | $133-84.8% | $6,853-99.7% | $145-86.0% |