| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $593,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,379 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,769 | $2,226,388-92.8% | $91,004+76.7% | $177,276-9.3% |
| Participation rate | 98.7% | 85.1%+13.5pp | 75.6%+23.1pp | 74.8%+23.8pp |
| Annual return | 18.74% | 20.16%-1.4pp | 4.60%+14.1pp | 21.25%-2.5pp |
| Employer contribution / active EE | $9,995 | $4,139+141.5% | $2,456+307.0% | $2,479+303.2% |
| Participant deferral / active EE | $11,233 | $6,423+74.9% | $3,548+216.6% | $3,881+189.5% |
| Admin fee / account holder | $44 | $1,921-97.7% | $5,417-99.2% | $154-71.2% |