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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,657 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,605 | $95,388-11.3% | $125,339-32.5% | $77,904+8.6% |
| Participation rate | 56.0% | 78.6%-22.6pp | 82.4%-26.4pp | 73.7%-17.7pp |
| Annual return | -17.66% | 116.19%-133.8pp | 572.05%-589.7pp | 12.21%-29.9pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $8,532 | $7,711+10.6% | $7,446+14.6% | $4,806+77.5% |
| Admin fee / account holder | $44 | $119-63.0% | $10,010-99.6% | $133-66.8% |