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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,182 |
Filed as: ABD RETIREMENT SERVICES, INC Service code 16 · EIN 80-0833114 | Consulting | $22,500 |
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 | $204,714 | $62,928+225.3% | $172,752+18.5% | $67,579+202.9% |
| Participation rate | 98.7% | 64.5%+34.2pp | 82.6%+16.1pp | 71.3%+27.4pp |
| Annual return | 24.32% | 30.36%-6.0pp | 802.97%-778.7pp | 378.56%-354.2pp |
| Employer contribution / active EE | $10,012 | $1,636+512.0% | $5,144+94.6% | $2,148+366.2% |
| Participant deferral / active EE | $18,636 | $2,145+768.9% | $5,198+258.5% | $3,539+426.5% |
| Admin fee / account holder | $172 | $167+3.3% | $13,955-98.8% | $142+21.0% |