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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,326 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,303 | $130,052-54.4% | $86,698-31.6% | $77,906-23.9% |
| Participation rate | 49.5% | 85.9%-36.4pp | 76.6%-27.1pp | 73.7%-24.2pp |
| Annual return | -16.76% | -12.73%-4.0pp | 35.96%-52.7pp | 12.16%-28.9pp |
| Employer contribution / active EE | $1,293 | $3,214-59.8% | $2,837-54.4% | $2,846-54.6% |
| Participant deferral / active EE | $2,947 | $5,741-48.7% | $4,656-36.7% | $4,805-38.7% |
| Admin fee / account holder | $70 | $132-46.5% | $7,492-99.1% | $133-46.8% |