| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $312,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $126,702 |
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 | $191,493 | $134,619+42.2% | $111,319+72.0% | $101,555+88.6% |
| Participation rate | 99.2% | 89.0%+10.2pp | 77.3%+21.9pp | 74.5%+24.7pp |
| Annual return | 16.75% | 17.96%-1.2pp | 54.68%-37.9pp | 21.00%-4.3pp |
| Employer contribution / active EE | $3,232 | $3,829-15.6% | $2,732+18.3% | $2,972+8.8% |
| Participant deferral / active EE | $8,458 | $6,572+28.7% | $4,488+88.5% | $4,874+73.5% |
| Admin fee / account holder | $47 | $86-45.1% | $7,966-99.4% | $139-66.0% |