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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$213,417 |
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 | $126,086 | $86,338+46.0% | $91,994+37.1% | $77,775+62.1% |
| Participation rate | 98.5% | 82.9%+15.6pp | 78.6%+19.9pp | 73.2%+25.3pp |
| Annual return | 26.49% | 29.65%-3.2pp | 69.04%-42.6pp | 32.58%-6.1pp |
| Employer contribution / active EE | $4,631 | $2,988+55.0% | $3,453+34.1% | $2,504+84.9% |
| Participant deferral / active EE | $10,695 | $6,908+54.8% | $5,924+80.5% | $3,966+169.7% |
| Admin fee / account holder | -$52 | $79-165.3% | $7,744-100.7% | $100-151.8% |