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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $387,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | $306,880 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $81,800 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $24,500 |
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 | $77,850 | $88,479-12.0% | $96,543-19.4% | $80,187-2.9% |
| Participation rate | 93.8% | 79.9%+13.9pp | 74.3%+19.4pp | 72.9%+20.8pp |
| Annual return | 20.86% | 22.53%-1.7pp | 35.75%-14.9pp | 40.40%-19.5pp |
| Employer contribution / active EE | $2,443 | $4,177-41.5% | $3,741-34.7% | $2,980-18.0% |
| Participant deferral / active EE | $6,937 | $3,961+75.1% | $4,880+42.1% | $5,016+38.3% |
| Admin fee / account holder | $153 | $211-27.6% | $6,737-97.7% | $145+5.6% |