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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $133,638 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,550 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,265 | $56,606-78.3% | $67,836-81.9% | $65,292-81.2% |
| Participation rate | 100.0% | 62.4%+37.6pp | 68.8%+31.2pp | 72.4%+27.6pp |
| Annual return | 6.20% | 16.19%-10.0pp | 138.49%-132.3pp | 11.84%-5.6pp |
| Employer contribution / active EE | $490 | $1,797-72.7% | $2,404-79.6% | $2,302-78.7% |
| Participant deferral / active EE | $875 | $2,804-68.8% | $3,160-72.3% | $3,579-75.5% |
| Admin fee / account holder | $26 | $57-54.1% | $4,621-99.4% | $57-54.7% |