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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,460 | $71,526+12.5% | $98,450-18.3% | $71,495+12.5% |
| Participation rate | 81.0% | 72.7%+8.3pp | 75.2%+5.9pp | 67.9%+13.1pp |
| Annual return | 11.25% | 32.42%-21.2pp | 21.16%-9.9pp | 28.85%-17.6pp |
| Employer contribution / active EE | $557 | $2,400-76.8% | $3,049-81.7% | $2,589-78.5% |
| Participant deferral / active EE | $2,533 | $4,110-38.4% | $4,739-46.6% | $4,291-41.0% |
| Admin fee / account holder | $61 | $1,675-96.4% | $8,961-99.3% | $1,588-96.2% |