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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,406 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,388 |
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 | $49,273 | $107,378-54.1% | $108,582-54.6% | $57,658-14.5% |
| Participation rate | 94.5% | 77.1%+17.4pp | 79.6%+14.9pp | 70.2%+24.3pp |
| Annual return | 10.14% | 12.80%-2.7pp | -51.70%+61.8pp | 5.13%+5.0pp |
| Employer contribution / active EE | $2,279 | $1,782+27.9% | $3,758-39.4% | $1,974+15.5% |
| Participant deferral / active EE | $6,081 | $3,221+88.8% | $4,311+41.1% | $3,061+98.7% |
| Admin fee / account holder | $35 | $108-68.0% | $7,645-99.5% | $95-63.3% |