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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,663 |
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 | $83,662 | $41,281+102.7% | $109,313-23.5% | $57,658+45.1% |
| Participation rate | 92.9% | 59.3%+33.6pp | 71.3%+21.7pp | 70.2%+22.7pp |
| Annual return | 9.81% | 8.97%+0.8pp | 22.07%-12.3pp | 5.13%+4.7pp |
| Employer contribution / active EE | $2,780 | $1,201+131.4% | $3,892-28.6% | $1,974+40.8% |
| Participant deferral / active EE | $7,892 | $2,223+255.0% | $3,166+149.2% | $3,061+157.9% |
| Admin fee / account holder | $12 | $75-84.5% | $5,666-99.8% | $95-87.7% |