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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,789 |
BERRY DUNN6 years Service code 10 · EIN 01-0523282 | Accounting | $10,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,273 |
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 | $107,446 | $90,064+19.3% | $100,415+7.0% | $77,762+38.2% |
| Participation rate | 74.3% | 81.3%-6.9pp | 81.5%-7.2pp | 70.6%+3.8pp |
| Annual return | 17.23% | 20.61%-3.4pp | 49.47%-32.2pp | 31.27%-14.0pp |
| Employer contribution / active EE | $2,134 | $3,043-29.9% | $3,943-45.9% | $2,728-21.8% |
| Participant deferral / active EE | $8,012 | $8,282-3.3% | $8,091-1.0% | $4,651+72.3% |
| Admin fee / account holder | $28 | $172-83.9% | $7,906-99.7% | $433-93.6% |