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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$116,621 |
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 | $121,284 | $176,471-31.3% | $95,968+26.4% | $90,274+34.4% |
| Participation rate | 93.5% | 86.6%+6.9pp | 77.1%+16.4pp | 73.4%+20.1pp |
| Annual return | 31.31% | 20.15%+11.2pp | 91.65%-60.3pp | 53.97%-22.7pp |
| Employer contribution / active EE | $3,581 | $2,783+28.7% | $2,542+40.9% | $2,523+41.9% |
| Participant deferral / active EE | $14,354 | $5,325+169.5% | $4,167+244.5% | $4,231+239.3% |
| Admin fee / account holder | -$59 | $154-138.3% | $6,798-100.9% | $114-151.8% |