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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,503 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$394,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,583 | $53,531+20.6% | $86,251-25.1% | $96,393-33.0% |
| Participation rate | 57.9% | 53.4%+4.5pp | 69.0%-11.1pp | 71.3%-13.4pp |
| Annual return | 21.35% | 20.51%+0.8pp | 1170.54%-1149.2pp | 22.88%-1.5pp |
| Employer contribution / active EE | $1,338 | $1,158+15.6% | $2,381-43.8% | $3,239-58.7% |
| Participant deferral / active EE | $4,453 | $1,965+126.6% | $3,987+11.7% | $5,455-18.4% |
| Admin fee / account holder | -$41 | $55-173.8% | $6,857-100.6% | $74-155.4% |