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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,792 |
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 | $71,347 | $52,293+36.4% | $178,498-60.0% | $73,412-2.8% |
| Participation rate | 99.5% | 65.3%+34.1pp | 81.9%+17.5pp | 72.2%+27.3pp |
| Annual return | 18.06% | 34.75%-16.7pp | 151.09%-133.0pp | 59.30%-41.2pp |
| Employer contribution / active EE | $3,234 | $1,735+86.3% | $5,011-35.5% | $2,234+44.8% |
| Participant deferral / active EE | $3,742 | $2,332+60.4% | $5,202-28.1% | $3,806-1.7% |
| Admin fee / account holder | $16 | $127-87.4% | $13,985-99.9% | $158-89.9% |