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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,117 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,809 | $79,519-21.0% | $95,960-34.5% | $73,412-14.4% |
| Participation rate | 77.4% | 81.2%-3.7pp | 77.1%+0.4pp | 72.2%+5.3pp |
| Annual return | 18.27% | 19.20%-0.9pp | 91.63%-73.4pp | 59.30%-41.0pp |
| Employer contribution / active EE | $363 | $2,048-82.3% | $2,541-85.7% | $2,234-83.7% |
| Participant deferral / active EE | $3,103 | $4,138-25.0% | $4,167-25.5% | $3,806-18.5% |
| Admin fee / account holder | $19 | $184-89.4% | $6,797-99.7% | $158-87.7% |