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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,654 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,225 |
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 | $70,411 | $78,852-10.7% | $76,768-8.3% | $75,289-6.5% |
| Participation rate | 92.0% | 85.0%+7.0pp | 77.0%+15.0pp | 72.4%+19.5pp |
| Annual return | -0.69% | -1.29%+0.6pp | 2.43%-3.1pp | -0.04%-0.7pp |
| Employer contribution / active EE | $3,605 | $2,794+29.0% | $2,485+45.0% | $2,405+49.9% |
| Participant deferral / active EE | $13,016 | $4,800+171.2% | $3,852+237.9% | $3,739+248.1% |
| Admin fee / account holder | -$24 | $79-130.3% | $6,676-100.4% | $102-123.4% |