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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $778,291 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $190,140 |
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.
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 | $53,767 | $96,807-44.5% | $165,100-67.4% | $106,553-49.5% |
| Participation rate | 48.4% | 79.1%-30.7pp | 78.6%-30.2pp | 69.8%-21.4pp |
| Annual return | 27.32% | 17.39%+9.9pp | 70.21%-42.9pp | 17.37%+9.9pp |
| Employer contribution / active EE | $1,458 | $2,888-49.5% | $4,348-66.5% | $3,359-56.6% |
| Participant deferral / active EE | $2,315 | $5,055-54.2% | $6,035-61.6% | $5,562-58.4% |
| Admin fee / account holder | $35 | $66-47.3% | $12,696-99.7% | $80-56.5% |