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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,412 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,006 |
WOJESKI & COMPANY CPAS PC4 years Filed as: WOJESKI & COMPANY CPAS, P.C. Service code 10 · EIN 14-1798364 | Accounting | $11,000 |
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 | $81,936 | $73,404+11.6% | $87,102-5.9% | $67,579+21.2% |
| Participation rate | 96.6% | 80.9%+15.7pp | 76.9%+19.7pp | 71.3%+25.3pp |
| Annual return | 25.88% | 48.29%-22.4pp | 28.19%-2.3pp | 378.56%-352.7pp |
| Employer contribution / active EE | $4,641 | $2,014+130.4% | $2,521+84.1% | $2,148+116.1% |
| Participant deferral / active EE | $7,368 | $3,913+88.3% | $4,048+82.0% | $3,539+108.2% |
| Admin fee / account holder | $44 | $142-68.7% | $7,491-99.4% | $142-68.8% |