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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,742 |
GOLDLEAF PARTNERS1 year Service code 14 · EIN 45-0514557 | Plan Administrator | $4,320 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,667 | $76,551+0.2% | $123,894-38.1% | $62,881+21.9% |
| Participation rate | 60.5% | 73.0%-12.5pp | 81.4%-20.9pp | 69.3%-8.8pp |
| Annual return | 7.59% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,509 | $2,882+21.7% | $4,617-24.0% | $2,281+53.8% |
| Participant deferral / active EE | $4,584 | $4,840-5.3% | $5,984-23.4% | $3,203+43.1% |
| Admin fee / account holder | $321 | $4,826-93.4% | $8,357-96.2% | $4,296-92.5% |