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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,388 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,909 |
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 | $229,361 | $69,383+230.6% | $101,264+126.5% | $73,493+212.1% |
| Participation rate | 98.7% | 68.4%+30.4pp | 75.8%+22.9pp | 70.7%+28.1pp |
| Annual return | 14.47% | 18.46%-4.0pp | 46.48%-32.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $9,044 | $2,628+244.1% | $3,660+147.1% | $2,270+298.4% |
| Participant deferral / active EE | $8,541 | $3,301+158.8% | $4,370+95.4% | $3,740+128.4% |
| Admin fee / account holder | $112 | $704-84.1% | $5,947-98.1% | $513-78.2% |