Filed March 2, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$97,653 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,861 | $104,544-6.4% | $96,534+1.4% | $80,157+22.1% |
| Participation rate | 42.5% | 86.4%-43.8pp | 76.0%-33.5pp | 72.9%-30.4pp |
| Annual return | 26.86% | 21.79%+5.1pp | 25.88%+1.0pp | 40.39%-13.5pp |
| Employer contribution / active EE | $0 | $3,527-100.0% | $2,965-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $6,332 | $6,170+2.6% | $4,851+30.5% | $5,015+26.3% |
| Admin fee / account holder | $136 | $107+27.0% | $8,253-98.4% | $145-6.4% |