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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,429 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $28,443 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 17 · EIN 33-0785439 | Pension Consulting | $12,500 |
TIAA3 years Service code 50 · EIN 13-1624203 | Direct Payment | $200 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,574 | $98,780-30.6% | $60,919+12.6% | $77,906-12.0% |
| Participation rate | 91.7% | 76.7%+15.1pp | 73.1%+18.6pp | 73.7%+18.1pp |
| Annual return | -16.59% | -11.56%-5.0pp | 16.98%-33.6pp | 12.16%-28.7pp |
| Employer contribution / active EE | $4,820 | $3,605+33.7% | $2,704+78.3% | $2,846+69.3% |
| Participant deferral / active EE | $7,613 | $4,200+81.2% | $3,814+99.6% | $4,805+58.4% |
| Admin fee / account holder | $0 | $89-99.9% | $3,226-100.0% | $133-100.0% |