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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,819 |
Service code 37 · EIN 04-2647786 | Loan Processing | $727 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,672 | $80,177-25.6% | $123,894-51.8% | $57,661+3.5% |
| Participation rate | 61.2% | 74.4%-13.2pp | 81.4%-20.2pp | 70.2%-9.0pp |
| Annual return | 6.72% | 17.90%-11.2pp | 47.52%-40.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $11 | $2,913-99.6% | $4,617-99.8% | $1,974-99.4% |
| Participant deferral / active EE | $7,348 | $5,130+43.2% | $5,984+22.8% | $3,061+140.1% |
| Admin fee / account holder | $93 | $106-12.7% | $8,357-98.9% | $95-1.9% |