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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $356 |
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 | $134,933 | $99,957+35.0% | $149,745-9.9% | $73,497+83.6% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.0pp | 70.7%+27.8pp |
| Annual return | 16.89% | 53.87%-37.0pp | 276.72%-259.8pp | 28.51%-11.6pp |
| Employer contribution / active EE | $4,002 | $3,191+25.4% | $4,646-13.9% | $2,270+76.3% |
| Participant deferral / active EE | $9,114 | $6,073+50.1% | $6,843+33.2% | $3,740+143.7% |
| Admin fee / account holder | $41 | $551-92.5% | $9,312-99.6% | $513-91.9% |