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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,020 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,659 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,339 | $104,336-13.4% | $159,495-43.4% | $86,828+4.0% |
| Participation rate | 63.7% | 77.7%-14.0pp | 82.8%-19.2pp | 72.3%-8.6pp |
| Annual return | 16.17% | 26.32%-10.2pp | 263.72%-247.6pp | 97.95%-81.8pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $9,802 | $6,837+43.4% | $7,354+33.3% | $4,132+137.2% |
| Admin fee / account holder | $48 | $172-72.0% | $10,804-99.6% | $170-71.5% |