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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,311 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,040 |
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 | $80,822 | $99,628-18.9% | $105,218-23.2% | $59,188+36.6% |
| Participation rate | 79.4% | 80.5%-1.0pp | 77.2%+2.2pp | 69.4%+10.0pp |
| Annual return | 0.21% | 3.21%-3.0pp | 5.33%-5.1pp | 5.51%-5.3pp |
| Employer contribution / active EE | $3,777 | $2,454+53.9% | $3,255+16.0% | $2,098+80.0% |
| Participant deferral / active EE | $5,685 | $4,189+35.7% | $4,867+16.8% | $3,265+74.1% |
| Admin fee / account holder | -$0 | $62-100.7% | $6,992-100.0% | $92-100.4% |