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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,280 |
HANCOCK ASKEW & CO., LLP1 year Filed as: HANCOCK ASKEW & CO. LLP Service code 10 · EIN 58-0662558 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,487 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,660 | $130,052-69.5% | $86,691-54.3% | $77,906-49.1% |
| Participation rate | 90.2% | 85.9%+4.3pp | 76.6%+13.6pp | 73.7%+16.5pp |
| Annual return | -13.16% | -12.73%-0.4pp | 35.94%-49.1pp | 12.16%-25.3pp |
| Employer contribution / active EE | $1,152 | $3,214-64.1% | $2,837-59.4% | $2,846-59.5% |
| Participant deferral / active EE | $3,811 | $5,741-33.6% | $4,656-18.2% | $4,805-20.7% |
| Admin fee / account holder | $27 | $132-79.7% | $7,492-99.6% | $133-79.8% |