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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,708 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,138 |
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 | $183,020 | $93,598+95.5% | $135,974+34.6% | $75,173+143.5% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 19.08% | 30.89%-11.8pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $2,741 | $3,538-22.5% | $4,859-43.6% | $2,671+2.6% |
| Participant deferral / active EE | $16,664 | $6,405+160.2% | $7,760+114.7% | $4,126+303.9% |
| Admin fee / account holder | $71 | $6,978-99.0% | $10,767-99.3% | $5,651-98.8% |