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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,197 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,531 |
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).
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 | $54,308 | $89,123-39.1% | $102,460-47.0% | $77,762-30.2% |
| Participation rate | 67.3% | 80.9%-13.7pp | 76.5%-9.2pp | 70.6%-3.3pp |
| Annual return | 30.18% | 25.05%+5.1pp | 29.47%+0.7pp | 31.27%-1.1pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $11,164 | $5,148+116.9% | $5,056+120.8% | $4,651+140.0% |
| Admin fee / account holder | $58 | $236-75.6% | $9,460-99.4% | $433-86.7% |