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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,786 |
Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 70 · EIN 20-4798483 | Consulting Fees | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,328 |
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 | $240,408 | $155,795+54.3% | $136,298+76.4% | $69,631+245.3% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 70.7%+25.4pp |
| Annual return | 15.39% | 232464.33%-232448.9pp | 5156.27%-5140.9pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $8,184 | $2,991+173.6% | $4,696+74.3% | $2,032+302.7% |
| Participant deferral / active EE | $6,487 | $5,394+20.3% | $6,247+3.8% | $3,224+101.2% |
| Admin fee / account holder | $143 | $128+11.6% | $9,244-98.5% | $110+29.6% |