| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $197,270 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$160,036 |
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 | $98,679 | $82,422+19.7% | $67,652+45.9% | $67,505+46.2% |
| Participation rate | 99.9% | 84.2%+15.7pp | 75.7%+24.2pp | 71.2%+28.7pp |
| Annual return | 5.55% | 12.72%-7.2pp | 6625.40%-6619.8pp | 6.52%-1.0pp |
| Employer contribution / active EE | $2,670 | $2,879-7.2% | $2,266+17.8% | $2,173+22.9% |
| Participant deferral / active EE | $5,967 | $5,020+18.9% | $3,560+67.6% | $3,597+65.9% |
| Admin fee / account holder | $5 | $53-90.4% | $4,821-99.9% | $56-90.9% |