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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,656 |
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 | $89,966 | $89,670+0.3% | $211,142-57.4% | $89,670+0.3% |
| Participation rate | 96.9% | 71.2%+25.7pp | 87.3%+9.6pp | 71.2%+25.7pp |
| Annual return | 22.82% | 19.66%+3.2pp | 46.84%-24.0pp | 19.66%+3.2pp |
| Employer contribution / active EE | $4,612 | $4,041+14.1% | $6,442-28.4% | $4,041+14.1% |
| Participant deferral / active EE | $19,593 | $3,962+394.5% | $9,284+111.0% | $3,962+394.5% |
| Admin fee / account holder | $14 | $352-96.0% | $19,076-99.9% | $352-96.0% |