| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $236,502 |
Filed as: MASTER, SIDLOW & ASSOCIATES, PA Service code 10 · EIN 51-0227758 | Accounting | $10,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$696,479 |
Form 5500 reported that benefits due were not provided when due.
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 | $109,972 | $88,581+24.1% | $74,184+48.2% | $65,292+68.4% |
| Participation rate | 99.9% | 86.2%+13.7pp | 76.6%+23.2pp | 72.4%+27.4pp |
| Annual return | 8.01% | 11.72%-3.7pp | 17.74%-9.7pp | 11.84%-3.8pp |
| Employer contribution / active EE | $2,795 | $3,021-7.5% | $2,370+17.9% | $2,302+21.4% |
| Participant deferral / active EE | $6,382 | $4,898+30.3% | $3,550+79.8% | $3,579+78.3% |
| Admin fee / account holder | -$63 | $60-204.7% | $5,586-101.1% | $57-209.2% |