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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $259,930 |
Service code 37 · EIN 04-2647786 | Loan Processing | $91,608 |
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 | $74,424 | $57,606+29.2% | $67,313+10.6% | $75,289-1.1% |
| Participation rate | 80.6% | 68.2%+12.4pp | 69.1%+11.6pp | 72.4%+8.2pp |
| Annual return | -4.84% | -0.47%-4.4pp | -4.08%-0.8pp | -0.04%-4.8pp |
| Employer contribution / active EE | $3,355 | $2,206+52.0% | $2,566+30.8% | $2,405+39.5% |
| Participant deferral / active EE | $6,448 | $3,195+101.8% | $3,568+80.7% | $3,739+72.5% |
| Admin fee / account holder | $75 | $83-9.1% | $4,507-98.3% | $102-26.5% |