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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,466 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,802 |
Form 5500 reported that benefits due were not provided when due.
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 | $267,845 | $93,010+188.0% | $96,543+177.4% | $74,478+259.6% |
| Participation rate | 96.6% | 71.6%+25.1pp | 74.3%+22.3pp | 70.7%+25.9pp |
| Annual return | 18.25% | 37.50%-19.2pp | 35.75%-17.5pp | 34.37%-16.1pp |
| Employer contribution / active EE | $13,717 | $3,427+300.2% | $3,741+266.7% | $2,637+420.2% |
| Participant deferral / active EE | $8,672 | $3,971+118.4% | $4,880+77.7% | $4,530+91.4% |
| Admin fee / account holder | $37 | $633-94.1% | $6,737-99.4% | $347-89.2% |