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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,608 | $62,715-3.4% | $104,299-41.9% | $66,949-9.5% |
| Participation rate | 86.4% | 59.6%+26.9pp | 73.3%+13.2pp | 69.8%+16.6pp |
| Annual return | -20.11% | -14.70%-5.4pp | 24.62%-44.7pp | 1.57%-21.7pp |
| Employer contribution / active EE | $784 | $1,976-60.3% | $3,373-76.8% | $2,545-69.2% |
| Participant deferral / active EE | $2,426 | $2,852-14.9% | $4,626-47.6% | $4,239-42.8% |
| Admin fee / account holder | $46 | $657-93.0% | $7,339-99.4% | $594-92.3% |