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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,189 |
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 | $68,066 | $41,467+64.1% | $67,313+1.1% | $55,725+22.1% |
| Participation rate | 22.6% | 62.5%-39.9pp | 69.1%-46.5pp | 70.9%-48.2pp |
| Annual return | -4.46% | 0.82%-5.3pp | -4.08%-0.4pp | 244.93%-249.4pp |
| Employer contribution / active EE | $66 | $1,316-95.0% | $2,566-97.4% | $2,078-96.8% |
| Participant deferral / active EE | $1,754 | $2,399-26.9% | $3,568-50.8% | $3,356-47.7% |
| Admin fee / account holder | -$2 | $102-102.3% | $4,507-100.1% | $115-102.0% |