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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$99,169 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,489 | $130,052-18.9% | $86,698+21.7% | $77,906+35.4% |
| Participation rate | 98.1% | 85.9%+12.2pp | 76.6%+21.6pp | 73.7%+24.5pp |
| Annual return | -17.78% | -12.73%-5.1pp | 35.96%-53.7pp | 12.16%-29.9pp |
| Employer contribution / active EE | $9,073 | $3,214+182.3% | $2,837+219.8% | $2,846+218.8% |
| Participant deferral / active EE | $13,915 | $5,741+142.4% | $4,656+198.8% | $4,805+189.6% |
| Admin fee / account holder | $32 | $132-75.6% | $7,492-99.6% | $133-75.7% |