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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $63,356 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,273 |
Service code 10 · EIN 72-1396621 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,376 | $67,512-77.2% | $185,851-91.7% | $93,010-83.5% |
| Participation rate | 58.9% | 67.1%-8.2pp | 81.7%-22.8pp | 73.9%-15.0pp |
| Annual return | 13.96% | 21.04%-7.1pp | 122.11%-108.2pp | 158.70%-144.7pp |
| Employer contribution / active EE | $705 | $1,783-60.5% | $5,168-86.4% | $2,705-74.0% |
| Participant deferral / active EE | $1,308 | $3,035-56.9% | $5,569-76.5% | $4,561-71.3% |
| Admin fee / account holder | $78 | $318-75.4% | $16,245-99.5% | $152-48.4% |