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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,153 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,801 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,191 | $60,504-8.8% | $81,882-32.6% | $74,478-25.9% |
| Participation rate | 51.9% | 62.9%-11.0pp | 72.4%-20.5pp | 67.2%-15.3pp |
| Annual return | 17.22% | 16.91%+0.3pp | 779.47%-762.3pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $2,778 | $2,627+5.8% | $2,916-4.7% | $2,626+5.8% |
| Participant deferral / active EE | $5,824 | $3,400+71.3% | $4,323+34.7% | $4,350+33.9% |
| Admin fee / account holder | $60 | $1,492-96.0% | $7,360-99.2% | $1,946-96.9% |