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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,374 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,231 |
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 | $96,365 | $84,784+13.7% | $98,462-2.1% | $74,473+29.4% |
| Participation rate | 53.2% | 81.5%-28.3pp | 75.2%-22.0pp | 70.7%-17.5pp |
| Annual return | 15.74% | 20.59%-4.9pp | 21.17%-5.4pp | 34.36%-18.6pp |
| Employer contribution / active EE | $0 | $3,364-100.0% | $3,049-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,017 | $5,218-42.2% | $4,738-36.3% | $4,530-33.4% |
| Admin fee / account holder | $116 | $204-43.4% | $8,875-98.7% | $347-66.7% |