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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,846 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $36,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$40,950 |
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 | $49,356 | $64,311-23.3% | $110,243-55.2% | $75,289-34.4% |
| Participation rate | 94.1% | 79.3%+14.9pp | 79.8%+14.3pp | 72.4%+21.7pp |
| Annual return | -4.30% | -1.74%-2.6pp | 314.76%-319.1pp | -0.04%-4.3pp |
| Employer contribution / active EE | $1,279 | $2,404-46.8% | $3,827-66.6% | $2,405-46.8% |
| Participant deferral / active EE | $2,362 | $3,892-39.3% | $4,672-49.4% | $3,739-36.8% |
| Admin fee / account holder | $15 | $88-82.7% | $8,548-99.8% | $102-85.2% |