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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,226 |
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 | $63,647 | $91,474-30.4% | $135,982-53.2% | $71,529-11.0% |
| Participation rate | 87.2% | 75.7%+11.5pp | 81.9%+5.2pp | 67.9%+19.2pp |
| Annual return | 25.03% | 29.89%-4.9pp | 68.32%-43.3pp | 28.97%-3.9pp |
| Employer contribution / active EE | $1,251 | $3,705-66.2% | $4,859-74.3% | $2,590-51.7% |
| Participant deferral / active EE | $20,814 | $7,095+193.4% | $7,760+168.2% | $4,291+385.0% |
| Admin fee / account holder | $95 | $1,267-92.5% | $10,767-99.1% | $1,588-94.0% |