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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,868 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,357 |
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 | $100,926 | $46,423+117.4% | $75,900+33.0% | $67,582+49.3% |
| Participation rate | 18.3% | 63.1%-44.8pp | 69.3%-51.0pp | 71.3%-53.0pp |
| Annual return | 19.12% | 32.29%-13.2pp | 30.73%-11.6pp | 378.57%-359.5pp |
| Employer contribution / active EE | $80 | $1,406-94.3% | $2,501-96.8% | $2,148-96.3% |
| Participant deferral / active EE | $1,330 | $2,564-48.1% | $3,604-63.1% | $3,539-62.4% |
| Admin fee / account holder | $30 | $132-77.6% | $5,421-99.5% | $142-79.3% |