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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,339 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,786 |
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 | $74,875 | $59,448+25.9% | $93,696-20.1% | $74,459+0.6% |
| Participation rate | 90.0% | 59.6%+30.4pp | 68.7%+21.3pp | 67.2%+22.8pp |
| Annual return | 14.11% | 82.11%-68.0pp | 133.74%-119.6pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $544 | $1,266-57.0% | $2,422-77.5% | $2,626-79.3% |
| Participant deferral / active EE | $3,713 | $3,052+21.7% | $4,417-15.9% | $4,350-14.6% |
| Admin fee / account holder | $188 | $3,027-93.8% | $8,287-97.7% | $1,945-90.3% |