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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $53,975 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,224 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,528 |
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 | $61,984 | $106,264-41.7% | $147,117-57.9% | $77,762-20.3% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.3pp | 70.6%+26.9pp |
| Annual return | 26.10% | 56.94%-30.8pp | 420.54%-394.4pp | 31.27%-5.2pp |
| Employer contribution / active EE | $3,247 | $4,074-20.3% | $4,932-34.2% | $2,728+19.0% |
| Participant deferral / active EE | $12,235 | $8,003+52.9% | $8,065+51.7% | $4,651+163.1% |
| Admin fee / account holder | $71 | $334-78.8% | $12,993-99.5% | $433-83.6% |