Filed March 2, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,733 |
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 | $67,778 | $78,852-14.0% | $76,767-11.7% | $75,289-10.0% |
| Participation rate | 56.2% | 85.0%-28.7pp | 77.0%-20.7pp | 72.4%-16.2pp |
| Annual return | -5.04% | -1.29%-3.8pp | 2.43%-7.5pp | -0.04%-5.0pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,485-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,421 | $4,800+33.8% | $3,852+66.7% | $3,739+71.8% |
| Admin fee / account holder | $5 | $79-93.5% | $6,675-99.9% | $102-95.0% |