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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,550 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,470 | $66,319+285.2% | $93,614+172.9% | $65,185+291.9% |
| Participation rate | 98.1% | 74.0%+24.0pp | 75.8%+22.2pp | 70.2%+27.9pp |
| Annual return | 25.88% | 42.59%-16.7pp | 32.76%-6.9pp | 29.38%-3.5pp |
| Employer contribution / active EE | $3,854 | $2,013+91.5% | $2,718+41.8% | $2,177+77.0% |
| Participant deferral / active EE | $8,563 | $3,343+156.1% | $4,069+110.4% | $3,514+143.7% |
| Admin fee / account holder | $79 | $6,900-98.9% | $7,889-99.0% | $847-90.7% |