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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,241 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,494 |
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 | $104,290 | $86,341+20.8% | $125,192-16.7% | $65,185+60.0% |
| Participation rate | 90.6% | 75.3%+15.3pp | 79.8%+10.8pp | 70.2%+20.4pp |
| Annual return | 24.45% | 27.44%-3.0pp | 43.79%-19.3pp | 29.38%-4.9pp |
| Employer contribution / active EE | $3,966 | $2,040+94.5% | $3,866+2.6% | $2,177+82.2% |
| Participant deferral / active EE | $6,059 | $3,538+71.2% | $4,937+22.7% | $3,514+72.4% |
| Admin fee / account holder | $46 | $609-92.5% | $9,704-99.5% | $847-94.6% |