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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,969 |
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 | $107,288 | $37,117+189.1% | $147,617-27.3% | $55,191+94.4% |
| Participation rate | 95.9% | 63.6%+32.3pp | 84.6%+11.3pp | 69.2%+26.8pp |
| Annual return | 0.39% | 3.44%-3.0pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $8,377 | $1,620+416.9% | $5,564+50.5% | $1,899+341.2% |
| Participant deferral / active EE | $14,413 | $1,985+626.0% | $4,895+194.4% | $3,046+373.1% |
| Admin fee / account holder | $26 | $86-69.4% | $11,612-99.8% | $91-71.2% |