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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,846 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,263 |
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 | $180,964 | $95,776+88.9% | $162,185+11.6% | $77,775+132.7% |
| Participation rate | 99.7% | 88.6%+11.1pp | 87.6%+12.1pp | 73.2%+26.5pp |
| Annual return | 27.01% | 37.03%-10.0pp | 115.61%-88.6pp | 32.58%-5.6pp |
| Employer contribution / active EE | $13,045 | $3,874+236.8% | $5,613+132.4% | $2,504+421.0% |
| Participant deferral / active EE | $13,317 | $6,125+117.4% | $7,297+82.5% | $3,966+235.8% |
| Admin fee / account holder | -$10 | $88-111.1% | $10,844-100.1% | $100-109.7% |