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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,116 |
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 | $55,789 | $72,303-22.8% | $86,698-35.7% | $64,819-13.9% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.6%+16.3pp | 71.5%+21.4pp |
| Annual return | 58.96% | 392.77%-333.8pp | 35.95%+23.0pp | 32.84%+26.1pp |
| Employer contribution / active EE | $4,828 | $2,393+101.8% | $2,837+70.2% | $2,507+92.6% |
| Participant deferral / active EE | $10,560 | $4,660+126.6% | $4,656+126.8% | $4,311+145.0% |
| Admin fee / account holder | $32 | $174-81.5% | $7,493-99.6% | $188-82.9% |