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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,546 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,632 |
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 | $111,858 | $71,192+57.1% | $117,861-5.1% | $62,293+79.6% |
| Participation rate | 83.6% | 74.2%+9.4pp | 79.7%+4.0pp | 69.5%+14.1pp |
| Annual return | 22.62% | 18.66%+4.0pp | 335.11%-312.5pp | 28.90%-6.3pp |
| Employer contribution / active EE | $2,613 | $1,934+35.1% | $3,786-31.0% | $2,042+27.9% |
| Participant deferral / active EE | $9,261 | $3,189+190.4% | $4,482+106.6% | $3,169+192.2% |
| Admin fee / account holder | $42 | $587-92.9% | $8,021-99.5% | $479-91.3% |