| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $285,304 |
Service code 37 · EIN 04-2647786 | Loan Processing | $233,331 |
Filed as: CLEAR INVESTMENT RESEARCH, LLC. Service code 27 · EIN 46-3868027 | Advisory (Plan) | $70,000 |
GREERWALKER LLP6 years Filed as: GREERWALKER Service code 10 · EIN 56-1434747 | Accounting | $16,600 |
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 | $219,864 | $104,544+110.3% | $96,564+127.7% | $80,187+174.2% |
| Participation rate | 90.8% | 86.4%+4.5pp | 76.0%+14.8pp | 72.9%+17.9pp |
| Annual return | 20.22% | 21.79%-1.6pp | 25.89%-5.7pp | 40.40%-20.2pp |
| Employer contribution / active EE | $6,663 | $3,527+88.9% | $2,967+124.6% | $2,980+123.6% |
| Participant deferral / active EE | $9,765 | $6,170+58.3% | $4,852+101.3% | $5,016+94.7% |
| Admin fee / account holder | $105 | $107-2.1% | $8,256-98.7% | $145-27.8% |