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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,332 |
Employer contribution per participant 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 | $50,115 | $112,686-55.5% | $170,043-70.5% | $80,157-37.5% |
| Participation rate | 94.6% | 87.4%+7.2pp | 87.0%+7.6pp | 72.9%+21.7pp |
| Annual return | 32.49% | 67.04%-34.6pp | 53.40%-20.9pp | 40.39%-7.9pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $6,790-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $16,787 | $7,876+113.1% | $10,410+61.3% | $5,015+234.7% |
| Admin fee / account holder | $2 | $99-97.7% | $12,824-100.0% | $145-98.4% |