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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,525 |
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 | $128,602 | $84,493+52.2% | $125,381+2.6% | $66,938+92.1% |
| Participation rate | 98.4% | 76.4%+22.0pp | 82.4%+16.0pp | 69.8%+28.5pp |
| Annual return | -16.78% | -8.49%-8.3pp | 572.31%-589.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $4,618 | $3,554+30.0% | $4,815-4.1% | $2,545+81.5% |
| Participant deferral / active EE | $10,889 | $6,783+60.5% | $7,448+46.2% | $4,238+156.9% |
| Admin fee / account holder | -$83 | $685-112.1% | $10,007-100.8% | $594-114.0% |