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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,119 |
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 | $128,331 | $73,404+74.8% | $87,104+47.3% | $67,579+89.9% |
| Participation rate | 95.6% | 80.9%+14.7pp | 76.9%+18.7pp | 71.3%+24.3pp |
| Annual return | 24.60% | 48.29%-23.7pp | 28.19%-3.6pp | 378.56%-354.0pp |
| Employer contribution / active EE | $4,384 | $2,014+117.7% | $2,521+73.9% | $2,148+104.1% |
| Participant deferral / active EE | $8,706 | $3,913+122.5% | $4,048+115.1% | $3,539+146.0% |
| Admin fee / account holder | $39 | $142-72.4% | $7,491-99.5% | $142-72.6% |