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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,266 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,960 |
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 | $90,237 | $85,135+6.0% | $98,920-8.8% | $73,412+22.9% |
| Participation rate | 53.0% | 81.1%-28.2pp | 76.0%-23.1pp | 72.2%-19.2pp |
| Annual return | 12.70% | 19.14%-6.4pp | 196.47%-183.8pp | 59.30%-46.6pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,181 | $4,349-49.8% | $4,245-48.6% | $3,806-42.7% |
| Admin fee / account holder | $115 | $139-17.6% | $6,643-98.3% | $158-27.3% |