| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $375,386 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,487 |
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 | $121,198 | $96,261+25.9% | $76,768+57.9% | $68,904+75.9% |
| Participation rate | 100.0% | 87.0%+13.0pp | 77.0%+23.0pp | 74.1%+25.9pp |
| Annual return | -3.28% | -0.85%-2.4pp | 2.43%-5.7pp | 1.07%-4.4pp |
| Employer contribution / active EE | $2,910 | $3,303-11.9% | $2,485+17.1% | $2,540+14.5% |
| Participant deferral / active EE | $6,903 | $5,537+24.7% | $3,852+79.2% | $4,015+71.9% |
| Admin fee / account holder | $39 | $73-46.4% | $6,676-99.4% | $71-45.3% |