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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,991 |
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 | $44,655 | $84,499-47.2% | $125,391-64.4% | $66,949-33.3% |
| Participation rate | 85.0% | 76.4%+8.5pp | 82.4%+2.6pp | 69.8%+15.1pp |
| Annual return | -12.70% | -8.49%-4.2pp | 572.41%-585.1pp | 1.57%-14.3pp |
| Employer contribution / active EE | $1,185 | $3,554-66.7% | $4,816-75.4% | $2,545-53.4% |
| Participant deferral / active EE | $16,550 | $6,785+143.9% | $7,448+122.2% | $4,239+290.4% |
| Admin fee / account holder | $43 | $685-93.7% | $10,009-99.6% | $594-92.7% |