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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,363 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,035 |
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 | $44,032 | $68,092-35.3% | $73,309-39.9% | $59,188-25.6% |
| Participation rate | 95.8% | 78.1%+17.7pp | 74.9%+20.9pp | 69.4%+26.4pp |
| Annual return | 1.44% | 5.93%-4.5pp | 5.67%-4.2pp | 5.51%-4.1pp |
| Employer contribution / active EE | $2,831 | $2,018+40.3% | $3,237-12.5% | $2,098+34.9% |
| Participant deferral / active EE | $8,702 | $5,041+72.6% | $4,991+74.4% | $3,265+166.6% |
| Admin fee / account holder | $17 | $630-97.3% | $5,635-99.7% | $92-81.4% |