| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $298,118 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,604 |
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 | $137,329 | $117,238+17.1% | $87,102+57.7% | $82,204+67.1% |
| Participation rate | 100.0% | 87.2%+12.8pp | 76.9%+23.1pp | 73.4%+26.6pp |
| Annual return | 25.19% | 25.80%-0.6pp | 28.19%-3.0pp | 26.31%-1.1pp |
| Employer contribution / active EE | $2,865 | $3,535-18.9% | $2,521+13.6% | $2,707+5.8% |
| Participant deferral / active EE | $6,970 | $5,976+16.6% | $4,048+72.2% | $4,246+64.2% |
| Admin fee / account holder | $40 | $81-51.0% | $7,493-99.5% | $76-47.3% |