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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,209 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,975 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,331 | $86,338-59.1% | $91,994-61.6% | $77,775-54.6% |
| Participation rate | 89.4% | 82.9%+6.4pp | 78.6%+10.7pp | 73.2%+16.1pp |
| Annual return | 40.39% | 29.65%+10.7pp | 69.04%-28.6pp | 32.58%+7.8pp |
| Employer contribution / active EE | $2,171 | $2,988-27.3% | $3,453-37.1% | $2,504-13.3% |
| Participant deferral / active EE | $8,680 | $6,908+25.6% | $5,924+46.5% | $3,966+118.9% |
| Admin fee / account holder | $11 | $79-86.6% | $7,744-99.9% | $100-89.4% |