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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,968 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,144 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $185,962 | $89,054+108.8% | $102,457+81.5% | $77,692+139.4% |
| Participation rate | 75.1% | 80.9%-5.8pp | 76.5%-1.4pp | 70.6%+4.5pp |
| Annual return | 15.64% | 25.02%-9.4pp | 29.41%-13.8pp | 31.25%-15.6pp |
| Employer contribution / active EE | $3,107 | $2,698+15.1% | $3,022+2.8% | $2,726+14.0% |
| Participant deferral / active EE | $8,477 | $5,146+64.7% | $5,054+67.7% | $4,648+82.4% |
| Admin fee / account holder | $44 | $236-81.3% | $9,451-99.5% | $431-89.8% |