| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $194,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,000 |
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 | $167,600 | $124,049+35.1% | $95,968+74.6% | $93,223+79.8% |
| Participation rate | 99.6% | 88.4%+11.3pp | 77.1%+22.6pp | 74.9%+24.7pp |
| Annual return | 25.01% | 22.17%+2.8pp | 91.65%-66.6pp | 19.29%+5.7pp |
| Employer contribution / active EE | $3,113 | $3,478-10.5% | $2,542+22.5% | $2,680+16.2% |
| Participant deferral / active EE | $7,831 | $6,147+27.4% | $4,167+87.9% | $4,563+71.6% |
| Admin fee / account holder | $26 | $73-64.5% | $6,798-99.6% | $79-67.4% |