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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,513 |
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 | $21,154 | $61,125-65.4% | $108,582-80.5% | $63,975-66.9% |
| Participation rate | 89.9% | 80.5%+9.4pp | 79.6%+10.3pp | 71.1%+18.8pp |
| Annual return | 33.69% | 14.06%+19.6pp | -51.70%+85.4pp | 48.65%-15.0pp |
| Employer contribution / active EE | $901 | $2,237-59.7% | $3,758-76.0% | $2,182-58.7% |
| Participant deferral / active EE | $2,110 | $3,574-41.0% | $4,311-51.1% | $3,356-37.1% |
| Admin fee / account holder | $17 | $72-75.8% | $7,645-99.8% | $70-75.3% |