| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $298,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,237 |
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 | $119,058 | $88,581+34.4% | $74,184+60.5% | $65,292+82.3% |
| Participation rate | 95.1% | 86.2%+8.9pp | 76.6%+18.5pp | 72.4%+22.7pp |
| Annual return | 9.15% | 11.72%-2.6pp | 17.74%-8.6pp | 11.84%-2.7pp |
| Employer contribution / active EE | $5,811 | $3,021+92.4% | $2,370+145.2% | $2,302+152.4% |
| Participant deferral / active EE | $6,986 | $4,898+42.6% | $3,550+96.8% | $3,579+95.2% |
| Admin fee / account holder | $32 | $60-47.1% | $5,586-99.4% | $57-44.9% |