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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,544 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,313 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,656 | $64,176+52.2% | $112,263-13.0% | $66,949+45.9% |
| Participation rate | 91.7% | 68.4%+23.2pp | 75.1%+16.6pp | 69.8%+21.8pp |
| Annual return | -5.81% | -13.80%+8.0pp | 27.49%-33.3pp | 1.57%-7.4pp |
| Employer contribution / active EE | $2,465 | $3,007-18.0% | $3,636-32.2% | $2,545-3.1% |
| Participant deferral / active EE | $6,143 | $3,694+66.3% | $4,729+29.9% | $4,239+44.9% |
| Admin fee / account holder | $39 | $626-93.8% | $6,410-99.4% | $594-93.4% |