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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $217,907 | $185,342+17.6% | $111,303+95.8% | $86,813+151.0% |
| Participation rate | 67.1% | 81.0%-13.9pp | 77.3%-10.2pp | 72.3%-5.2pp |
| Annual return | 15.90% | 500.80%-484.9pp | 54.66%-38.8pp | 97.93%-82.0pp |
| Employer contribution / active EE | $3,687 | $2,246+64.1% | $2,731+35.0% | $2,406+53.2% |
| Participant deferral / active EE | $6,867 | $4,458+54.0% | $4,487+53.0% | $4,131+66.2% |
| Admin fee / account holder | $56 | $255-78.1% | $7,966-99.3% | $170-67.0% |