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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,301 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $78,844 | $56,503+39.5% | $69,890+12.8% | $64,824+21.6% |
| Participation rate | 92.4% | 70.5%+21.9pp | 70.5%+21.9pp | 71.5%+20.9pp |
| Annual return | -17.19% | -13.44%-3.7pp | 190.84%-208.0pp | 32.84%-50.0pp |
| Employer contribution / active EE | $2,791 | $2,046+36.4% | $2,560+9.0% | $2,507+11.3% |
| Participant deferral / active EE | $5,229 | $3,389+54.3% | $3,848+35.9% | $4,311+21.3% |
| Admin fee / account holder | $50 | $160-69.0% | $6,267-99.2% | $188-73.5% |