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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $115,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,018 | $81,301-13.9% | $76,119-8.0% | $199,960-65.0% |
| Participation rate | 49.5% | 70.1%-20.6pp | 69.1%-19.6pp | 72.0%-22.5pp |
| Annual return | 14.22% | 16.31%-2.1pp | 361.25%-347.0pp | 34.28%-20.1pp |
| Employer contribution / active EE | $1,315 | $3,352-60.8% | $2,693-51.2% | $3,036-56.7% |
| Participant deferral / active EE | $3,598 | $4,721-23.8% | $4,259-15.5% | $5,087-29.3% |
| Admin fee / account holder | $106 | $145-27.1% | $6,421-98.4% | $269-60.7% |