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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,486 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,521 | $72,303+16.9% | $86,698-2.5% | $64,819+30.4% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.6%+18.1pp | 71.5%+23.2pp |
| Annual return | -17.82% | 392.77%-410.6pp | 35.95%-53.8pp | 32.84%-50.7pp |
| Employer contribution / active EE | $2,279 | $2,393-4.8% | $2,837-19.7% | $2,507-9.1% |
| Participant deferral / active EE | $9,154 | $4,660+96.5% | $4,656+96.6% | $4,311+112.4% |
| Admin fee / account holder | $8 | $174-95.4% | $7,493-99.9% | $188-95.7% |