| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $210,160 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $325,880 | $67,598+382.1% | $75,906+329.3% | $77,775+319.0% |
| Participation rate | 94.5% | 69.6%+24.9pp | 69.3%+25.2pp | 73.2%+21.3pp |
| Annual return | 23.67% | 23.18%+0.5pp | 30.73%-7.1pp | 32.58%-8.9pp |
| Employer contribution / active EE | $15,208 | $2,430+525.9% | $2,501+508.0% | $2,504+507.4% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,604-100.0% | $3,966-100.0% |
| Admin fee / account holder | $139 | $96+44.1% | $5,421-97.4% | $100+38.7% |