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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $61,052 | $51,466+18.6% | $78,778-22.5% | $62,293-2.0% |
| Participation rate | 98.0% | 59.8%+38.2pp | 69.2%+28.8pp | 69.5%+28.5pp |
| Annual return | 18.74% | 19.96%-1.2pp | 35.62%-16.9pp | 28.90%-10.2pp |
| Employer contribution / active EE | $449 | $827-45.7% | $1,986-77.4% | $2,042-78.0% |
| Participant deferral / active EE | $2,766 | $2,147+28.8% | $2,958-6.5% | $3,169-12.7% |
| Admin fee / account holder | $137 | $489-72.0% | $5,134-97.3% | $479-71.4% |