Filed April 14, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,302 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,517 | $95,880-27.5% | $107,525-35.3% | $85,563-18.8% |
| Participation rate | 69.5% | 70.1%-0.6pp | 75.1%-5.6pp | 66.0%+3.5pp |
| Annual return | 20.15% | 68.06%-47.9pp | 181.32%-161.2pp | 31.51%-11.4pp |
| Employer contribution / active EE | $2,390 | $3,812-37.3% | $3,754-36.3% | $2,654-9.9% |
| Participant deferral / active EE | $4,872 | $4,201+16.0% | $5,116-4.8% | $4,375+11.4% |
| Admin fee / account holder | $249 | $1,025-75.7% | $8,919-97.2% | $834-70.1% |