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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,859 |
Service code 37 · EIN 04-2647786 | Loan Processing | $70,375 |
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 | $97,458 | $105,173-7.3% | $87,102+11.9% | $77,775+25.3% |
| Participation rate | 98.8% | 85.8%+13.0pp | 76.9%+21.9pp | 73.2%+25.6pp |
| Annual return | 26.75% | 24.52%+2.2pp | 28.19%-1.4pp | 32.58%-5.8pp |
| Employer contribution / active EE | $7,447 | $2,890+157.7% | $2,521+195.4% | $2,504+197.4% |
| Participant deferral / active EE | $7,004 | $5,048+38.7% | $4,048+73.0% | $3,966+76.6% |
| Admin fee / account holder | $41 | $105-60.3% | $7,493-99.4% | $100-58.5% |