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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,177 |
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 | $87,370 | $106,230-17.8% | $147,080-40.6% | $77,736+12.4% |
| Participation rate | 93.7% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 22.75% | 56.91%-34.2pp | 420.17%-397.4pp | 31.26%-8.5pp |
| Employer contribution / active EE | $3,379 | $4,072-17.0% | $4,933-31.5% | $2,728+23.9% |
| Participant deferral / active EE | $16,163 | $8,001+102.0% | $8,066+100.4% | $4,651+247.5% |
| Admin fee / account holder | $33 | $338-90.3% | $12,989-99.7% | $433-92.5% |