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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $161,243 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,716 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $13,023 | $96,540-86.5% | $67,313-80.7% | $73,367-82.2% |
| Participation rate | 80.5% | 65.8%+14.7pp | 69.1%+11.4pp | 69.5%+11.0pp |
| Annual return | -4.89% | -4.11%-0.8pp | -4.08%-0.8pp | 173.45%-178.3pp |
| Employer contribution / active EE | $319 | $4,087-92.2% | $2,566-87.5% | $2,499-87.2% |
| Participant deferral / active EE | $625 | $3,965-84.2% | $3,568-82.5% | $4,033-84.5% |
| Admin fee / account holder | $28 | $100-71.5% | $4,507-99.4% | $68-58.5% |