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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,735 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,085 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,463 | $88,874-28.6% | $123,544-48.6% | $75,289-15.7% |
| Participation rate | 45.2% | 75.9%-30.7pp | 82.3%-37.1pp | 72.4%-27.3pp |
| Annual return | -2.62% | 4.22%-6.8pp | 119.20%-121.8pp | -0.04%-2.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,545 | $6,174-10.2% | $6,426-13.7% | $3,739+48.3% |
| Admin fee / account holder | $42 | $95-55.3% | $9,284-99.5% | $102-58.7% |