| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,144 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,675 |
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 | $71,429 | $35,366+102.0% | $90,657-21.2% | $75,289-5.1% |
| Participation rate | 94.9% | 57.3%+37.6pp | 74.0%+20.9pp | 72.4%+22.5pp |
| Annual return | -5.58% | -2.19%-3.4pp | 1.89%-7.5pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,030 | $916+12.5% | $2,532-59.3% | $2,405-57.2% |
| Participant deferral / active EE | $6,320 | $1,998+216.2% | $3,424+84.6% | $3,739+69.0% |
| Admin fee / account holder | $36 | $59-39.3% | $4,994-99.3% | $102-65.0% |