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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,679 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,344 |
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 | $27,717 | $86,791-68.1% | $115,038-75.9% | $59,188-53.2% |
| Participation rate | 85.6% | 72.8%+12.8pp | 81.4%+4.3pp | 69.4%+16.2pp |
| Annual return | 1.25% | 4.44%-3.2pp | 26.14%-24.9pp | 5.51%-4.3pp |
| Employer contribution / active EE | $1,132 | $2,950-61.6% | $4,608-75.4% | $2,098-46.1% |
| Participant deferral / active EE | $3,288 | $5,298-37.9% | $6,026-45.4% | $3,265+0.7% |
| Admin fee / account holder | $19 | $95-80.2% | $8,175-99.8% | $92-79.6% |