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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $207,797 |
Service code 37 · EIN 04-2647786 | Loan Processing | $102,717 |
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 | $114,456 | $124,049-7.7% | $95,968+19.3% | $93,223+22.8% |
| Participation rate | 99.3% | 88.4%+10.9pp | 77.1%+22.2pp | 74.9%+24.4pp |
| Annual return | 25.98% | 22.17%+3.8pp | 91.65%-65.7pp | 19.29%+6.7pp |
| Employer contribution / active EE | $7,994 | $3,478+129.8% | $2,542+214.5% | $2,680+198.3% |
| Participant deferral / active EE | $7,508 | $6,147+22.2% | $4,167+80.2% | $4,563+64.5% |
| Admin fee / account holder | $50 | $73-31.5% | $6,798-99.3% | $79-37.1% |