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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $448,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | $345,790 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $84,254 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0765316 | Accounting | $25,500 |
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 | $82,556 | $86,936-5.0% | $102,437-19.4% | $99,313-16.9% |
| Participation rate | 95.2% | 81.7%+13.5pp | 74.5%+20.7pp | 71.7%+23.5pp |
| Annual return | 18.92% | 14.99%+3.9pp | 24.95%-6.0pp | 17.67%+1.3pp |
| Employer contribution / active EE | $2,408 | $3,925-38.7% | $3,871-37.8% | $3,264-26.2% |
| Participant deferral / active EE | $7,124 | $3,825+86.3% | $5,060+40.8% | $5,346+33.3% |
| Admin fee / account holder | $149 | $140+6.2% | $8,388-98.2% | $109+36.5% |