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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,206 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,541 |
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 | $93,443 | $69,159+35.1% | $125,192-25.4% | $67,579+38.3% |
| Participation rate | 93.2% | 78.2%+15.0pp | 79.8%+13.5pp | 71.3%+22.0pp |
| Annual return | 27.94% | 27.12%+0.8pp | 43.79%-15.8pp | 378.56%-350.6pp |
| Employer contribution / active EE | $1,737 | $2,023-14.1% | $3,866-55.1% | $2,148-19.1% |
| Participant deferral / active EE | $6,104 | $3,700+65.0% | $4,937+23.6% | $3,539+72.5% |
| Admin fee / account holder | $24 | $142-82.9% | $9,704-99.7% | $142-82.9% |