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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,868 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,216 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,185 | $44,059+72.9% | $71,671+6.3% | $69,631+9.4% |
| Participation rate | 21.7% | 60.8%-39.1pp | 68.7%-47.1pp | 70.7%-49.0pp |
| Annual return | 18.35% | 21.97%-3.6pp | 20.65%-2.3pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $74 | $1,305-94.3% | $2,460-97.0% | $2,032-96.4% |
| Participant deferral / active EE | $1,491 | $2,370-37.1% | $3,438-56.6% | $3,224-53.8% |
| Admin fee / account holder | $35 | $108-67.8% | $5,558-99.4% | $110-68.6% |