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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,947 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,829 | $99,168+1.7% | $96,534+4.4% | $74,460+35.4% |
| Participation rate | 99.7% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+28.9pp |
| Annual return | 24.31% | 22.40%+1.9pp | 25.88%-1.6pp | 34.38%-10.1pp |
| Employer contribution / active EE | $2,873 | $2,570+11.8% | $2,965-3.1% | $2,638+8.9% |
| Participant deferral / active EE | $10,580 | $4,936+114.3% | $4,851+118.1% | $4,530+133.6% |
| Admin fee / account holder | $8 | $225-96.5% | $8,253-99.9% | $348-97.7% |