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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $106,620 | $56,503+88.7% | $69,884+52.6% | $64,819+64.5% |
| Participation rate | 66.7% | 70.5%-3.8pp | 70.5%-3.8pp | 71.5%-4.8pp |
| Annual return | -17.86% | -13.44%-4.4pp | 190.81%-208.7pp | 32.84%-50.7pp |
| Employer contribution / active EE | $921 | $2,046-55.0% | $2,560-64.0% | $2,507-63.3% |
| Participant deferral / active EE | $5,315 | $3,389+56.8% | $3,848+38.1% | $4,311+23.3% |
| Admin fee / account holder | $49 | $160-69.3% | $6,266-99.2% | $188-73.8% |