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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $202,485 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,460 | $168,231-56.3% | $67,836+8.3% | $63,975+14.8% |
| Participation rate | 68.8% | 66.8%+1.9pp | 68.8%0pp | 71.1%-2.4pp |
| Annual return | 6.55% | 11.76%-5.2pp | 138.49%-131.9pp | 48.65%-42.1pp |
| Employer contribution / active EE | $2,564 | $1,907+34.4% | $2,404+6.7% | $2,182+17.5% |
| Participant deferral / active EE | $5,324 | $2,827+88.4% | $3,160+68.5% | $3,356+58.6% |
| Admin fee / account holder | $62 | $81-22.7% | $4,621-98.7% | $70-11.6% |