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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $53,500 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,213 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$35,467 |
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 | $66,575 | $82,783-19.6% | $133,978-50.3% | $90,274-26.3% |
| Participation rate | 92.5% | 81.3%+11.2pp | 79.8%+12.6pp | 73.4%+19.1pp |
| Annual return | 23.35% | 21.89%+1.5pp | 45.10%-21.7pp | 53.97%-30.6pp |
| Employer contribution / active EE | $817 | $2,388-65.8% | $3,919-79.1% | $2,523-67.6% |
| Participant deferral / active EE | $2,576 | $4,291-40.0% | $5,047-49.0% | $4,231-39.1% |
| Admin fee / account holder | $21 | $93-77.8% | $8,930-99.8% | $114-82.0% |