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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,048 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,250 |
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 | $134,369 | $80,005+68.0% | $140,019-4.0% | $55,725+141.1% |
| Participation rate | 94.1% | 87.0%+7.1pp | 87.5%+6.6pp | 70.9%+23.3pp |
| Annual return | -4.65% | 0.46%-5.1pp | 651.17%-655.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $3,628 | $3,403+6.6% | $5,605-35.3% | $2,078+74.6% |
| Participant deferral / active EE | $10,621 | $5,264+101.8% | $6,927+53.3% | $3,356+216.5% |
| Admin fee / account holder | $10 | $116-90.9% | $10,705-99.9% | $115-90.9% |