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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,902 |
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 | $142,966 | $99,201+44.1% | $96,544+48.1% | $74,473+92.0% |
| Participation rate | 99.8% | 80.7%+19.2pp | 76.0%+23.9pp | 70.7%+29.1pp |
| Annual return | 24.91% | 22.40%+2.5pp | 25.88%-1.0pp | 34.36%-9.5pp |
| Employer contribution / active EE | $16,602 | $2,570+546.0% | $2,966+459.7% | $2,638+529.3% |
| Participant deferral / active EE | $26,908 | $4,938+444.9% | $4,851+454.6% | $4,530+494.0% |
| Admin fee / account holder | $21 | $225-90.7% | $8,254-99.7% | $347-94.0% |