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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,598 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,806 |
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 | $148,635 | $88,324+68.3% | $115,037+29.2% | $55,191+169.3% |
| Participation rate | 92.4% | 72.5%+19.8pp | 81.4%+11.0pp | 69.2%+23.2pp |
| Annual return | 0.30% | 6.30%-6.0pp | 26.14%-25.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $5,851 | $2,805+108.6% | $4,608+27.0% | $1,899+208.1% |
| Participant deferral / active EE | $16,806 | $5,042+233.3% | $6,026+178.9% | $3,046+451.7% |
| Admin fee / account holder | $23 | $105-77.9% | $8,175-99.7% | $91-74.3% |