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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,475 |
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 | $161,120 | $62,543+157.6% | $83,322+93.4% | $55,725+189.1% |
| Participation rate | 75.9% | 78.4%-2.5pp | 77.8%-1.9pp | 70.9%+5.0pp |
| Annual return | -4.00% | 14.85%-18.8pp | 10.64%-14.6pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,597 | $2,427+7.0% | $3,379-23.2% | $2,078+24.9% |
| Participant deferral / active EE | $7,187 | $5,682+26.5% | $5,565+29.1% | $3,356+114.2% |
| Admin fee / account holder | $22 | $103-78.6% | $7,540-99.7% | $115-80.9% |