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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,120 |
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).
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 | $67,523 | $64,909+4.0% | $82,312-18.0% | $62,293+8.4% |
| Participation rate | 77.7% | 74.9%+2.8pp | 76.9%+0.8pp | 69.5%+8.2pp |
| Annual return | 13.02% | 21.18%-8.2pp | 25.88%-12.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,920 | $1,676+14.6% | $2,428-20.9% | $2,042-6.0% |
| Participant deferral / active EE | $4,425 | $3,103+42.6% | $3,706+19.4% | $3,169+39.6% |
| Admin fee / account holder | $53 | $440-88.0% | $5,608-99.1% | $479-89.0% |