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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-1204987 | Advisory (Plan) | $18,421 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,060 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,945 | $83,045-7.3% | $130,045-40.8% | $71,511+7.6% |
| Participation rate | 69.2% | 74.1%-4.9pp | 78.5%-9.3pp | 67.9%+1.3pp |
| Annual return | 13.56% | 20.61%-7.0pp | -137.30%+150.9pp | 28.86%-15.3pp |
| Employer contribution / active EE | $1,620 | $2,623-38.3% | $4,321-62.5% | $2,589-37.4% |
| Participant deferral / active EE | $5,914 | $4,436+33.3% | $5,820+1.6% | $4,291+37.8% |
| Admin fee / account holder | $397 | $1,727-77.0% | $10,600-96.3% | $1,588-75.0% |