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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,278 | $58,347+157.6% | $85,709+75.3% | $86,821+73.1% |
| Participation rate | 67.6% | 64.9%+2.7pp | 69.9%-2.2pp | 72.3%-4.7pp |
| Annual return | 13.52% | 18.43%-4.9pp | 21.49%-8.0pp | 97.94%-84.4pp |
| Employer contribution / active EE | $247 | $1,751-85.9% | $2,619-90.6% | $2,406-89.7% |
| Participant deferral / active EE | $7,867 | $3,065+156.6% | $3,924+100.5% | $4,132+90.4% |
| Admin fee / account holder | $76 | $147-48.7% | $6,876-98.9% | $170-55.4% |