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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,460 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,346 |
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 | $52,362 | $55,790-6.1% | $76,823-31.8% | $67,579-22.5% |
| Participation rate | 96.8% | 71.1%+25.7pp | 72.1%+24.7pp | 71.3%+25.5pp |
| Annual return | 20.31% | 64.45%-44.1pp | 1166.42%-1146.1pp | 378.56%-358.2pp |
| Employer contribution / active EE | $941 | $1,810-48.0% | $2,302-59.1% | $2,148-56.2% |
| Participant deferral / active EE | $3,045 | $2,875+5.9% | $3,336-8.7% | $3,539-14.0% |
| Admin fee / account holder | $36 | $159-77.4% | $6,422-99.4% | $142-74.7% |