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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,720 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,409 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,457 | $48,072+115.2% | $182,558-43.3% | $77,775+33.0% |
| Participation rate | 63.5% | 64.3%-0.8pp | 78.0%-14.5pp | 73.2%-9.7pp |
| Annual return | 20.13% | 31.26%-11.1pp | 148.59%-128.5pp | 32.58%-12.4pp |
| Employer contribution / active EE | $2,237 | $1,453+53.9% | $4,076-45.1% | $2,504-10.6% |
| Participant deferral / active EE | $3,527 | $3,209+9.9% | $5,526-36.2% | $3,966-11.1% |
| Admin fee / account holder | $21 | $131-83.7% | $8,594-99.8% | $100-78.6% |