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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Filed as: STRATEGIC CAPITAL INVEST ADVS., INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $53,500 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $44,479 |
MARY MCMULLIN7 years Service code 30 · EIN 36-6754873 | Employee (plan) | $37,036 |
JOHNSON & KROL, LLC10+ years Service code 29 · EIN 36-4342024 | Legal | $19,724 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $8,540 |
JIM HALLINAN PENSION CONSULTING LLC10+ years Filed as: JIM KLEMME Service code 10 8159 W. BRYN MAWR · CHICAGO, IL 606312940 | Accounting | $7,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,286 | $241,850-37.9% | $102,437+46.7% | $200,096-24.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 9.41% | 17.67%-8.3pp | 24.95%-15.5pp | 34.26%-24.9pp |
| Employer contribution / active EE | $10,292 | $4,253+142.0% | $3,871+165.9% | $3,038+238.8% |
| Participant deferral / active EE | $1,442 | $3,961-63.6% | $5,060-71.5% | $5,090-71.7% |
| Admin fee / account holder | $721 | $288+150.2% | $8,388-91.4% | $269+167.7% |