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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,377 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,709 | $56,095-54.2% | $178,503-85.6% | $90,274-71.5% |
| Participation rate | 92.8% | 65.6%+27.2pp | 81.9%+10.9pp | 73.4%+19.4pp |
| Annual return | 25.16% | 28.81%-3.7pp | 151.12%-126.0pp | 53.97%-28.8pp |
| Employer contribution / active EE | $18 | $1,572-98.8% | $5,011-99.6% | $2,523-99.3% |
| Participant deferral / active EE | $2,604 | $2,669-2.4% | $5,202-49.9% | $4,231-38.4% |
| Admin fee / account holder | $11 | $101-89.3% | $13,987-99.9% | $114-90.5% |