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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $78,663 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,088 |
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 | $177,311 | $100,272+76.8% | $170,043+4.3% | $74,460+138.1% |
| Participation rate | 96.0% | 87.4%+8.6pp | 87.0%+9.0pp | 70.7%+25.2pp |
| Annual return | 24.92% | 66.12%-41.2pp | 53.40%-28.5pp | 34.38%-9.5pp |
| Employer contribution / active EE | $10,199 | $4,266+139.1% | $6,790+50.2% | $2,638+286.6% |
| Participant deferral / active EE | $13,544 | $7,147+89.5% | $10,410+30.1% | $4,530+199.0% |
| Admin fee / account holder | $105 | $235-55.2% | $12,824-99.2% | $348-69.7% |