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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,786 |
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 | $126,027 | $73,638+71.1% | $95,956+31.3% | $73,493+71.5% |
| Participation rate | 92.9% | 76.2%+16.8pp | 77.1%+15.9pp | 70.7%+22.3pp |
| Annual return | 27.53% | 16.78%+10.7pp | 91.63%-64.1pp | 28.51%-1.0pp |
| Employer contribution / active EE | $2,912 | $1,863+56.3% | $2,541+14.6% | $2,270+28.3% |
| Participant deferral / active EE | $5,476 | $3,617+51.4% | $4,167+31.4% | $3,740+46.4% |
| Admin fee / account holder | $66 | $482-86.4% | $6,797-99.0% | $513-87.2% |