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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,388 |
Annual investment return 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 | $21,228 | $43,504-51.2% | $68,612-69.1% | $56,289-62.3% |
| Participation rate | 90.8% | 67.8%+23.0pp | 72.2%+18.6pp | 69.9%+21.0pp |
| Annual return | -7.36% | -3.15%-4.2pp | -4.63%-2.7pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,197 | $1,525-21.5% | $2,625-54.4% | $2,111-43.3% |
| Participant deferral / active EE | $3,082 | $2,509+22.8% | $3,311-6.9% | $3,350-8.0% |
| Admin fee / account holder | $47 | $515-90.8% | $5,131-99.1% | $521-90.9% |