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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,052 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,888 |
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 | $51,236 | $47,766+7.3% | $82,744-38.1% | $64,819-21.0% |
| Participation rate | 80.5% | 67.7%+12.8pp | 72.6%+7.9pp | 71.5%+9.0pp |
| Annual return | -9.08% | -13.06%+4.0pp | 702.22%-711.3pp | 32.84%-41.9pp |
| Employer contribution / active EE | $3,196 | $2,182+46.5% | $3,008+6.3% | $2,507+27.5% |
| Participant deferral / active EE | $7,536 | $3,332+126.2% | $4,395+71.5% | $4,311+74.8% |
| Admin fee / account holder | $117 | $143-17.8% | $5,325-97.8% | $188-37.5% |