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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,559 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,757 |
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 | $74,774 | $58,493+27.8% | $84,023-11.0% | $72,976+2.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.65% | 28.93%-8.3pp | 71.32%-50.7pp | 81.02%-60.4pp |
| Employer contribution / active EE | $627 | $1,163-46.1% | $1,984-68.4% | $2,440-74.3% |
| Participant deferral / active EE | $3,445 | $2,394+43.9% | $3,239+6.3% | $3,608-4.5% |
| Admin fee / account holder | $272 | $4,569-94.0% | $6,102-95.5% | $5,124-94.7% |