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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,761 |
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 | $217,080 | $110,699+96.1% | $177,839+22.1% | $90,274+140.5% |
| Participation rate | 99.9% | 88.3%+11.6pp | 87.7%+12.2pp | 73.4%+26.6pp |
| Annual return | 21.26% | 22.79%-1.5pp | 48.33%-27.1pp | 53.97%-32.7pp |
| Employer contribution / active EE | $14,070 | $4,118+241.6% | $5,919+137.7% | $2,523+457.6% |
| Participant deferral / active EE | $14,538 | $6,731+116.0% | $7,714+88.5% | $4,231+243.7% |
| Admin fee / account holder | $18 | $90-80.3% | $12,432-99.9% | $114-84.4% |