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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $302,373 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,818 |
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 | $92,210 | $67,598+36.4% | $75,906+21.5% | $77,775+18.6% |
| Participation rate | 79.4% | 69.6%+9.9pp | 69.3%+10.1pp | 73.2%+6.2pp |
| Annual return | 22.73% | 23.18%-0.4pp | 30.73%-8.0pp | 32.58%-9.8pp |
| Employer contribution / active EE | $3,156 | $2,430+29.9% | $2,501+26.2% | $2,504+26.0% |
| Participant deferral / active EE | $6,931 | $3,502+97.9% | $3,604+92.3% | $3,966+74.8% |
| Admin fee / account holder | $66 | $96-31.1% | $5,421-98.8% | $100-33.7% |