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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,292 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,861 |
BENTON, DUROY & IVEY, P.C.3+ years Filed as: BENTON DUROY & IVEY Service code 10 · EIN 74-2170758 | Accounting | $6,268 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $143,561 | $58,726+144.5% | $92,240+55.6% | $62,293+130.5% |
| Participation rate | 90.7% | 68.3%+22.3pp | 76.5%+14.2pp | 69.5%+21.1pp |
| Annual return | 20.96% | 43.62%-22.7pp | 176.29%-155.3pp | 28.90%-7.9pp |
| Employer contribution / active EE | $13,207 | $2,392+452.2% | $3,680+258.9% | $2,042+546.7% |
| Participant deferral / active EE | $525 | $2,766-81.0% | $3,897-86.5% | $3,169-83.4% |
| Admin fee / account holder | $143 | $556-74.3% | $5,194-97.3% | $479-70.2% |