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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,368 |
Service code 37 · EIN 04-2647786 | Loan Processing | $130,810 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $15,387 |
Form 5500 reported that benefits due were not provided when due.
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 | $148,634 | $139,251+6.7% | $113,397+31.1% | $100,573+47.8% |
| Participation rate | 96.0% | 88.8%+7.2pp | 76.5%+19.5pp | 70.9%+25.1pp |
| Annual return | 17.47% | 14.13%+3.3pp | 23.20%-5.7pp | 18.89%-1.4pp |
| Employer contribution / active EE | $6,243 | $3,969+57.3% | $2,977+109.7% | $3,763+65.9% |
| Participant deferral / active EE | $9,557 | $7,399+29.2% | $5,076+88.3% | $4,921+94.2% |
| Admin fee / account holder | $92 | $149-38.1% | $11,957-99.2% | $454-79.6% |