| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $272,096 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$374,916 |
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 | $133,490 | $100,921+32.3% | $82,312+62.2% | $177,276-24.7% |
| Participation rate | 100.0% | 86.9%+13.0pp | 76.9%+23.1pp | 74.8%+25.1pp |
| Annual return | 21.50% | 20.33%+1.2pp | 25.88%-4.4pp | 21.25%+0.2pp |
| Employer contribution / active EE | $3,030 | $3,145-3.7% | $2,428+24.8% | $2,479+22.2% |
| Participant deferral / active EE | $7,124 | $5,192+37.2% | $3,706+92.2% | $3,881+83.6% |
| Admin fee / account holder | -$14 | $64-121.5% | $5,608-100.2% | $154-109.0% |