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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $245,279 |
Service code 37 · EIN 04-2647786 | Loan Processing | $227,287 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $59,928 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $14,500 |
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 | $70,722 | $66,051+7.1% | $92,916-23.9% | $77,775-9.1% |
| Participation rate | 92.5% | 81.0%+11.5pp | 76.0%+16.5pp | 73.2%+19.3pp |
| Annual return | 24.34% | 20.69%+3.6pp | 109.45%-85.1pp | 32.58%-8.2pp |
| Employer contribution / active EE | $1,932 | $3,426-43.6% | $3,654-47.1% | $2,504-22.9% |
| Participant deferral / active EE | $5,134 | $3,013+70.4% | $4,238+21.1% | $3,966+29.5% |
| Admin fee / account holder | $158 | $148+7.1% | $5,796-97.3% | $100+58.1% |