| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $402,840 |
Service code 16 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Consulting | $109,315 |
GREERWALKER LLP1 year Filed as: GREER WALKER Service code 10 · EIN 56-1434747 | Accounting | $26,750 |
FINDLEY3+ years Filed as: FINDLEY DAVIES Service code 16 · EIN 34-1213174 | Consulting | $13,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,010 |
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 | $135,336 | $100,921+34.1% | $82,312+64.4% | $177,276-23.7% |
| Participation rate | 96.0% | 86.9%+9.1pp | 76.9%+19.1pp | 74.8%+21.2pp |
| Annual return | 19.45% | 20.33%-0.9pp | 25.88%-6.4pp | 21.25%-1.8pp |
| Employer contribution / active EE | $5,233 | $3,145+66.4% | $2,428+115.5% | $2,479+111.1% |
| Participant deferral / active EE | $6,737 | $5,192+29.8% | $3,706+81.8% | $3,881+73.6% |
| Admin fee / account holder | $70 | $64+8.5% | $5,608-98.8% | $154-54.8% |