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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,365 |
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 | $167,028 | $81,537+104.8% | $149,721+11.6% | $69,634+139.9% |
| Participation rate | 99.9% | 86.1%+13.8pp | 87.1%+12.8pp | 70.7%+29.2pp |
| Annual return | 22.88% | 22.79%+0.1pp | 1501.67%-1478.8pp | 27572.26%-27549.4pp |
| Employer contribution / active EE | $12,523 | $3,239+286.6% | $5,444+130.0% | $2,032+516.2% |
| Participant deferral / active EE | $12,317 | $4,994+146.6% | $6,568+87.5% | $3,224+282.1% |
| Admin fee / account holder | $107 | $107+0.2% | $11,282-99.1% | $110-3.1% |