Filed March 2, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,642 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,442 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,795 | $176,471-40.0% | $95,964+10.2% | $90,274+17.2% |
| Participation rate | 53.2% | 86.6%-33.4pp | 77.1%-23.9pp | 73.4%-20.2pp |
| Annual return | 25.29% | 20.15%+5.1pp | 91.64%-66.4pp | 53.97%-28.7pp |
| Employer contribution / active EE | $0 | $2,783-100.0% | $2,541-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $6,812 | $5,325+27.9% | $4,167+63.5% | $4,231+61.0% |
| Admin fee / account holder | $50 | $154-67.6% | $6,797-99.3% | $114-56.3% |