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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,535 |
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $35,000 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,767 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $129,151 | $29,525+337.4% | $56,033+130.5% | $77,736+66.1% |
| Participation rate | 79.9% | 32.7%+47.2pp | 52.5%+27.4pp | 70.6%+9.3pp |
| Annual return | 17.79% | 18.90%-1.1pp | 1711.38%-1693.6pp | 31.26%-13.5pp |
| Employer contribution / active EE | $6,897 | $569+1111.4% | $1,041+562.6% | $2,728+152.8% |
| Participant deferral / active EE | $11,115 | $1,062+947.0% | $1,954+468.9% | $4,651+139.0% |
| Admin fee / account holder | $122 | $1,040-88.3% | $2,827-95.7% | $433-71.9% |