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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,741 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,751 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,731 | $79,169-19.5% | $100,415-36.5% | $74,478-14.4% |
| Participation rate | 80.6% | 79.4%+1.2pp | 81.5%-0.9pp | 67.2%+13.4pp |
| Annual return | 77.17% | 20.51%+56.7pp | 49.47%+27.7pp | 1370.56%-1293.4pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,936 | $7,751+41.1% | $8,091+35.2% | $4,350+151.4% |
| Admin fee / account holder | $13 | $1,337-99.0% | $7,906-99.8% | $1,946-99.3% |