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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,279 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,068 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,024 | $41,467-56.5% | $67,313-73.2% | $55,725-67.7% |
| Participation rate | 71.8% | 62.5%+9.3pp | 69.1%+2.7pp | 70.9%+0.9pp |
| Annual return | -4.80% | 0.82%-5.6pp | -4.08%-0.7pp | 244.93%-249.7pp |
| Employer contribution / active EE | $448 | $1,316-66.0% | $2,566-82.5% | $2,078-78.4% |
| Participant deferral / active EE | $1,962 | $2,399-18.2% | $3,568-45.0% | $3,356-41.5% |
| Admin fee / account holder | $69 | $102-32.3% | $4,507-98.5% | $115-40.0% |