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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $97,404 |
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 | $148,632 | $164,864-9.8% | $453,569-67.2% | $93,010+59.8% |
| Participation rate | 89.7% | 84.2%+5.5pp | 78.0%+11.7pp | 73.9%+15.8pp |
| Annual return | 13.64% | 17.89%-4.2pp | 64.43%-50.8pp | 158.70%-145.1pp |
| Employer contribution / active EE | $5,985 | $3,519+70.1% | $4,072+47.0% | $2,705+121.2% |
| Participant deferral / active EE | $11,227 | $5,690+97.3% | $6,211+80.8% | $4,561+146.2% |
| Admin fee / account holder | $119 | $104+13.8% | $11,214-98.9% | $152-21.8% |