| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $339,495 |
Service code 27 · EIN 46-3868027 | Advisory (Plan) | $80,269 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$94,058 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $172,706 | $105,173+64.2% | $87,102+98.3% | $77,775+122.1% |
| Participation rate | 94.0% | 85.8%+8.2pp | 76.9%+17.2pp | 73.2%+20.8pp |
| Annual return | -15.82% | 24.52%-40.3pp | 28.19%-44.0pp | 32.58%-48.4pp |
| Employer contribution / active EE | $6,458 | $2,890+123.4% | $2,521+156.1% | $2,504+157.9% |
| Participant deferral / active EE | $8,798 | $5,048+74.3% | $4,048+117.3% | $3,966+121.9% |
| Admin fee / account holder | $107 | $105+2.7% | $7,493-98.6% | $100+7.3% |