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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,995 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,125 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,497 | $74,024-7.5% | $78,002-12.2% | $57,658+18.8% |
| Participation rate | 47.0% | 79.7%-32.7pp | 75.5%-28.5pp | 70.2%-23.2pp |
| Annual return | 9.48% | 12.14%-2.7pp | 425.99%-416.5pp | 5.13%+4.3pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,661 | $3,533-53.0% | $3,497-52.5% | $3,061-45.7% |
| Admin fee / account holder | $42 | $93-54.9% | $5,481-99.2% | $95-55.6% |