| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $475,490 |
Filed as: CLEAR INVESTMENT RESEARCH, LLC. Service code 27 · EIN 46-3868027 | Advisory (Plan) | $133,938 |
FINDLEY4+ years Filed as: FINDLEY DAVIES Service code 16 · EIN 34-1213174 | Consulting | $32,051 |
GREERWALKER LLP1 year Filed as: GREERWALKER Service code 10 · EIN 56-1434747 | Accounting | $27,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,768 |
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 | $126,912 | $96,261+31.8% | $76,768+65.3% | $68,904+84.2% |
| Participation rate | 95.3% | 87.0%+8.3pp | 77.0%+18.3pp | 74.1%+21.2pp |
| Annual return | -5.73% | -0.85%-4.9pp | 2.43%-8.2pp | 1.07%-6.8pp |
| Employer contribution / active EE | $5,316 | $3,303+61.0% | $2,485+113.9% | $2,540+109.3% |
| Participant deferral / active EE | $7,045 | $5,537+27.2% | $3,852+82.9% | $4,015+75.4% |
| Admin fee / account holder | $111 | $73+52.2% | $6,676-98.3% | $71+55.5% |