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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,576 |
Service code 37 · EIN 04-2647786 | Loan Processing | $863 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,203 | $93,010-34.2% | $96,520-36.6% | $74,440-17.8% |
| Participation rate | 16.6% | 71.6%-55.0pp | 74.3%-57.8pp | 70.7%-54.2pp |
| Annual return | 18.57% | 37.50%-18.9pp | 35.72%-17.1pp | 34.37%-15.8pp |
| Employer contribution / active EE | $777 | $3,427-77.3% | $3,739-79.2% | $2,638-70.5% |
| Participant deferral / active EE | $1,325 | $3,971-66.6% | $4,879-72.8% | $4,529-70.7% |
| Admin fee / account holder | $59 | $633-90.7% | $6,733-99.1% | $348-83.0% |