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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,181 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,817 | $102,661+158.9% | $151,645+75.3% | $66,949+297.0% |
| Participation rate | 95.7% | 85.5%+10.2pp | 87.5%+8.2pp | 69.8%+25.9pp |
| Annual return | -19.33% | -10.81%-8.5pp | 3.34%-22.7pp | 1.57%-20.9pp |
| Employer contribution / active EE | $6,129 | $4,184+46.5% | $6,165-0.6% | $2,545+140.8% |
| Participant deferral / active EE | $15,771 | $6,645+137.3% | $8,363+88.6% | $4,239+272.0% |
| Admin fee / account holder | $149 | $630-76.4% | $11,614-98.7% | $594-75.0% |