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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,583 |
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 | $87,691 | $41,467+111.5% | $67,313+30.3% | $55,725+57.4% |
| Participation rate | 96.7% | 62.5%+34.2pp | 69.1%+27.6pp | 70.9%+25.8pp |
| Annual return | 7.94% | 0.82%+7.1pp | -4.08%+12.0pp | 244.93%-237.0pp |
| Employer contribution / active EE | $955 | $1,316-27.4% | $2,566-62.8% | $2,078-54.0% |
| Participant deferral / active EE | $7,167 | $2,399+198.7% | $3,568+100.9% | $3,356+113.6% |
| Admin fee / account holder | $48 | $102-53.2% | $4,507-98.9% | $115-58.5% |