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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,162 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,299 |
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 | $46,557 | $77,197-39.7% | $86,625-46.3% | $93,010-49.9% |
| Participation rate | 97.8% | 78.2%+19.6pp | 71.6%+26.1pp | 73.9%+23.9pp |
| Annual return | 11.65% | 16.31%-4.7pp | 63.52%-51.9pp | 158.70%-147.1pp |
| Employer contribution / active EE | $2,515 | $2,5140% | $2,496+0.7% | $2,705-7.1% |
| Participant deferral / active EE | $3,549 | $3,831-7.3% | $3,700-4.1% | $4,561-22.2% |
| Admin fee / account holder | $37 | $105-64.4% | $5,830-99.4% | $152-75.3% |