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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $408,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$76,712 |
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 | $88,457 | $63,321+39.7% | $68,815+28.5% | $77,906+13.5% |
| Participation rate | 74.9% | 71.1%+3.8pp | 69.0%+5.9pp | 73.7%+1.2pp |
| Annual return | -16.89% | -6.50%-10.4pp | -6.37%-10.5pp | 12.16%-29.0pp |
| Employer contribution / active EE | $3,756 | $2,794+34.5% | $2,656+41.4% | $2,846+32.0% |
| Participant deferral / active EE | $8,259 | $4,029+105.0% | $3,943+109.5% | $4,805+71.9% |
| Admin fee / account holder | $63 | $104-39.5% | $4,936-98.7% | $133-52.4% |