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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $480,251 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,301 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $45,106 | $88,686-49.1% | $130,070-65.3% | $96,393-53.2% |
| Participation rate | 47.1% | 78.8%-31.8pp | 78.5%-31.4pp | 71.3%-24.2pp |
| Annual return | 20.51% | 17.57%+2.9pp | -137.40%+157.9pp | 22.88%-2.4pp |
| Employer contribution / active EE | $1,653 | $2,843-41.9% | $4,322-61.8% | $3,239-49.0% |
| Participant deferral / active EE | $2,254 | $4,908-54.1% | $5,821-61.3% | $5,455-58.7% |
| Admin fee / account holder | $22 | $60-62.5% | $10,600-99.8% | $74-69.7% |