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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,200 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,166 | $88,122-54.4% | $141,177-71.5% | $67,579-40.6% |
| Participation rate | 78.1% | 76.5%+1.6pp | 82.5%-4.4pp | 71.3%+6.8pp |
| Annual return | 47.90% | 75.40%-27.5pp | 71.40%-23.5pp | 378.56%-330.7pp |
| Employer contribution / active EE | $12 | $3,224-99.6% | $4,736-99.8% | $2,148-99.5% |
| Participant deferral / active EE | $10,099 | $5,958+69.5% | $6,710+50.5% | $3,539+185.3% |
| Admin fee / account holder | $10 | $131-92.7% | $10,263-99.9% | $142-93.3% |