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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,092 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,577 | $99,957+297.7% | $149,730+165.5% | $73,493+441.0% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 21.04% | 53.87%-32.8pp | 276.70%-255.7pp | 28.51%-7.5pp |
| Employer contribution / active EE | $8,099 | $3,191+153.8% | $4,645+74.4% | $2,270+256.8% |
| Participant deferral / active EE | $10,200 | $6,073+68.0% | $6,843+49.1% | $3,740+172.7% |
| Admin fee / account holder | $62 | $551-88.7% | $9,310-99.3% | $513-87.8% |