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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,700 |
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 | $164,854 | $91,760+79.7% | $156,181+5.6% | $67,986+142.5% |
| Participation rate | 97.3% | 65.0%+32.3pp | 78.8%+18.4pp | 57.2%+40.1pp |
| Annual return | 22.81% | 18.14%+4.7pp | 64.87%-42.1pp | 31.67%-8.9pp |
| Employer contribution / active EE | $6,679 | $2,419+176.1% | $4,294+55.5% | $2,019+230.8% |
| Participant deferral / active EE | $11,905 | $3,960+200.6% | $6,132+94.1% | $3,358+254.5% |
| Admin fee / account holder | $150 | $3,949-96.2% | $14,586-99.0% | $3,203-95.3% |