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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $51,743 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,815 |
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 | $130,408 | $66,319+96.6% | $93,621+39.3% | $65,186+100.1% |
| Participation rate | 96.4% | 74.0%+22.4pp | 75.8%+20.6pp | 70.2%+26.2pp |
| Annual return | 22.35% | 42.59%-20.2pp | 32.76%-10.4pp | 29.39%-7.0pp |
| Employer contribution / active EE | $6,421 | $2,013+219.0% | $2,719+136.2% | $2,177+195.0% |
| Participant deferral / active EE | $5,984 | $3,343+79.0% | $4,070+47.0% | $3,514+70.3% |
| Admin fee / account holder | $241 | $6,900-96.5% | $7,890-96.9% | $847-71.6% |