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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,321 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$39,710 |
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 | $213,317 | $111,491+91.3% | $189,520+12.6% | $86,813+145.7% |
| Participation rate | 92.1% | 87.3%+4.8pp | 87.8%+4.3pp | 72.3%+19.9pp |
| Annual return | 19.86% | 83.50%-63.6pp | 555.25%-535.4pp | 97.93%-78.1pp |
| Employer contribution / active EE | $9,303 | $3,951+135.4% | $6,161+51.0% | $2,406+286.7% |
| Participant deferral / active EE | $11,676 | $6,437+81.4% | $8,220+42.0% | $4,131+182.6% |
| Admin fee / account holder | -$27 | $189-114.3% | $12,046-100.2% | $170-115.9% |