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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,860 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,683 |
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 | $171,181 | $46,732+266.3% | $156,551+9.3% | $55,167+210.3% |
| Participation rate | 97.8% | 65.8%+32.0pp | 84.0%+13.8pp | 69.0%+28.8pp |
| Annual return | 6.07% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $8,059 | $2,105+282.8% | $5,501+46.5% | $1,963+310.6% |
| Participant deferral / active EE | $6,629 | $2,204+200.7% | $4,871+36.1% | $3,054+117.0% |
| Admin fee / account holder | $61 | $418-85.5% | $13,028-99.5% | $504-87.9% |