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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,147 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,998 | $64,612-4.0% | $86,436-28.3% | $64,808-4.3% |
| Participation rate | 35.0% | 81.5%-46.4pp | 80.3%-45.3pp | 71.5%-36.4pp |
| Annual return | -15.25% | 0.66%-15.9pp | 4394.89%-4410.1pp | 32.82%-48.1pp |
| Employer contribution / active EE | $910 | $2,744-66.8% | $3,769-75.8% | $2,506-63.7% |
| Participant deferral / active EE | $2,165 | $7,497-71.1% | $6,952-68.9% | $4,310-49.8% |
| Admin fee / account holder | $50 | $169-70.2% | $6,731-99.3% | $188-73.2% |