| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,598 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,244 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,378 | $37,245+107.8% | $94,993-18.5% | $77,958-0.7% |
| Participation rate | 94.0% | 56.5%+37.5pp | 73.9%+20.1pp | 71.6%+22.4pp |
| Annual return | 20.18% | 22.72%-2.5pp | 27.14%-7.0pp | 20.87%-0.7pp |
| Employer contribution / active EE | $980 | $894+9.6% | $2,603-62.4% | $2,310-57.6% |
| Participant deferral / active EE | $5,861 | $1,828+220.6% | $3,317+76.7% | $3,537+65.7% |
| Admin fee / account holder | $31 | $59-46.8% | $4,960-99.4% | $97-67.7% |