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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,436 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,267 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,760 | $101,523-58.9% | $141,177-70.4% | $77,775-46.3% |
| Participation rate | 84.9% | 77.4%+7.5pp | 82.5%+2.4pp | 73.2%+11.7pp |
| Annual return | 24.71% | 56.22%-31.5pp | 71.40%-46.7pp | 32.58%-7.9pp |
| Employer contribution / active EE | $1,926 | $3,341-42.4% | $4,736-59.3% | $2,504-23.1% |
| Participant deferral / active EE | $4,881 | $6,434-24.1% | $6,710-27.3% | $3,966+23.1% |
| Admin fee / account holder | $22 | $92-75.5% | $10,263-99.8% | $100-77.6% |