Filed March 2, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,971 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,613 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,809 | $69,305+0.7% | $82,312-15.2% | $69,631+0.3% |
| Participation rate | 55.0% | 80.3%-25.2pp | 76.9%-21.8pp | 70.7%-15.6pp |
| Annual return | 24.64% | 21.47%+3.2pp | 25.88%-1.2pp | 27571.02%-27546.4pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,407 | $3,568+79.6% | $3,706+72.9% | $3,224+98.8% |
| Admin fee / account holder | $11 | $97-89.2% | $5,608-99.8% | $110-90.5% |