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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,546 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,725 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $110,525 | $101,955+8.4% | $112,899-2.1% | $71,511+54.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.5%+19.5pp | 67.9%+32.1pp |
| Annual return | 19.26% | 28.92%-9.7pp | 34.11%-14.9pp | 28.86%-9.6pp |
| Employer contribution / active EE | $5,478 | $4,743+15.5% | $4,566+20.0% | $2,589+111.6% |
| Participant deferral / active EE | $9,873 | $6,771+45.8% | $6,516+51.5% | $4,291+130.1% |
| Admin fee / account holder | $94 | $1,395-93.3% | $7,047-98.7% | $1,588-94.1% |