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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) | $6,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,847 |
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 | $58,053 | $95,438-39.2% | $135,982-57.3% | $74,473-22.0% |
| Participation rate | 96.5% | 78.2%+18.3pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 35.20% | 32.61%+2.6pp | 68.32%-33.1pp | 34.36%+0.8pp |
| Employer contribution / active EE | $9,587 | $3,878+147.2% | $4,859+97.3% | $2,638+263.4% |
| Participant deferral / active EE | $16,224 | $7,790+108.3% | $7,760+109.1% | $4,530+258.1% |
| Admin fee / account holder | $19 | $259-92.5% | $10,767-99.8% | $347-94.4% |