| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $418,919 |
Service code 37 · EIN 04-2647786 | Loan Processing | $91,664 |
Filed as: CLEAR INVESTMENT RESEARCH, LLC. Service code 27 · EIN 46-3868027 | Advisory (Plan) | $68,200 |
GREERWALKER LLP1 year Service code 10 · EIN 56-1434747 | Accounting | $13,500 |
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 | $206,635 | $176,471+17.1% | $95,968+115.3% | $90,274+128.9% |
| Participation rate | 93.0% | 86.6%+6.4pp | 77.1%+15.9pp | 73.4%+19.6pp |
| Annual return | 16.22% | 20.15%-3.9pp | 91.65%-75.4pp | 53.97%-37.8pp |
| Employer contribution / active EE | $6,433 | $2,783+131.1% | $2,542+153.1% | $2,523+154.9% |
| Participant deferral / active EE | $9,004 | $5,325+69.1% | $4,167+116.1% | $4,231+112.8% |
| Admin fee / account holder | $137 | $154-11.2% | $6,798-98.0% | $114+20.0% |