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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,148 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,104 |
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 | $59,960 | $72,770-17.6% | $67,652-11.4% | $55,191+8.6% |
| Participation rate | 83.0% | 78.8%+4.2pp | 75.7%+7.3pp | 69.2%+13.8pp |
| Annual return | 3.27% | -3.26%+6.5pp | 6625.40%-6622.1pp | 10.78%-7.5pp |
| Employer contribution / active EE | $3,398 | $1,769+92.1% | $2,266+50.0% | $1,899+79.0% |
| Participant deferral / active EE | $12,901 | $3,408+278.5% | $3,560+262.4% | $3,046+323.5% |
| Admin fee / account holder | $22 | $79-71.5% | $4,821-99.5% | $91-75.3% |