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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,433 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,210 |
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 | $48,408 | $45,000+7.6% | $143,801-66.3% | $77,906-37.9% |
| Participation rate | 97.4% | 66.8%+30.6pp | 80.3%+17.1pp | 73.7%+23.7pp |
| Annual return | -8.98% | 29.03%-38.0pp | -0.04%-8.9pp | 12.16%-21.1pp |
| Employer contribution / active EE | $6,426 | $1,870+243.7% | $4,952+29.8% | $2,846+125.8% |
| Participant deferral / active EE | $12,720 | $3,157+303.0% | $5,639+125.6% | $4,805+164.7% |
| Admin fee / account holder | $9 | $98-90.5% | $14,680-99.9% | $133-93.0% |