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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,734 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$16,382 |
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 | $98,430 | $89,282+10.2% | $94,664+4.0% | $74,460+32.2% |
| Participation rate | 70.5% | 82.4%-12.0pp | 80.8%-10.4pp | 70.7%-0.3pp |
| Annual return | 23.38% | 25.96%-2.6pp | 156.84%-133.5pp | 34.38%-11.0pp |
| Employer contribution / active EE | $1,874 | $3,022-38.0% | $3,673-49.0% | $2,638-29.0% |
| Participant deferral / active EE | $7,875 | $8,425-6.5% | $7,417+6.2% | $4,530+73.8% |
| Admin fee / account holder | -$16 | $219-107.5% | $7,222-100.2% | $348-104.7% |