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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $413,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,841 |
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 | $108,955 | $78,339+39.1% | $85,708+27.1% | $93,010+17.1% |
| Participation rate | 77.8% | 72.5%+5.4pp | 69.9%+8.0pp | 73.9%+3.9pp |
| Annual return | 18.86% | 21.17%-2.3pp | 21.49%-2.6pp | 158.70%-139.8pp |
| Employer contribution / active EE | $3,626 | $2,560+41.6% | $2,618+38.5% | $2,705+34.0% |
| Participant deferral / active EE | $7,643 | $3,882+96.9% | $3,922+94.9% | $4,561+67.6% |
| Admin fee / account holder | $69 | $104-33.8% | $6,876-99.0% | $152-54.7% |