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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,903 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,755 | $64,909+73.7% | $82,312+37.0% | $62,293+81.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.49% | 21.18%-3.7pp | 25.88%-8.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $9 | $1,676-99.5% | $2,428-99.6% | $2,042-99.6% |
| Participant deferral / active EE | $7,675 | $3,103+147.3% | $3,706+107.1% | $3,169+142.2% |
| Admin fee / account holder | $39 | $440-91.1% | $5,608-99.3% | $479-91.9% |