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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $106,962 |
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 | $88,811 | $88,730+0.1% | $82,312+7.9% | $77,958+13.9% |
| Participation rate | 90.2% | 84.5%+5.6pp | 76.9%+13.3pp | 71.6%+18.5pp |
| Annual return | 21.70% | 20.88%+0.8pp | 25.88%-4.2pp | 20.87%+0.8pp |
| Employer contribution / active EE | $6,248 | $2,758+126.5% | $2,428+157.3% | $2,310+170.4% |
| Participant deferral / active EE | $5,930 | $4,634+28.0% | $3,706+60.0% | $3,537+67.7% |
| Admin fee / account holder | $52 | $74-29.5% | $5,608-99.1% | $97-46.4% |