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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,280 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,933 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,940 | $76,112+150.9% | $96,534+97.8% | $71,511+167.0% |
| Participation rate | 86.9% | 74.4%+12.5pp | 76.0%+11.0pp | 67.9%+19.0pp |
| Annual return | 17.43% | 22.81%-5.4pp | 25.88%-8.5pp | 28.86%-11.4pp |
| Employer contribution / active EE | $6,816 | $2,248+203.2% | $2,965+129.9% | $2,589+163.3% |
| Participant deferral / active EE | $12,734 | $4,217+202.0% | $4,851+162.5% | $4,291+196.8% |
| Admin fee / account holder | -$10 | $2,708-100.4% | $8,253-100.1% | $1,588-100.6% |