| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $390,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | $181,410 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,021 | $118,464+46.9% | $96,564+80.2% | $103,657+67.9% |
| Participation rate | 99.6% | 89.0%+10.6pp | 76.0%+23.6pp | 73.4%+26.2pp |
| Annual return | 25.60% | 18.79%+6.8pp | 25.89%-0.3pp | 33.13%-7.5pp |
| Employer contribution / active EE | $3,422 | $4,210-18.7% | $2,967+15.4% | $3,216+6.4% |
| Participant deferral / active EE | $8,949 | $7,277+23.0% | $4,852+84.4% | $5,218+71.5% |
| Admin fee / account holder | $55 | $81-32.1% | $8,256-99.3% | $114-51.8% |