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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $73,561 |
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 | $38,179 | $61,756-38.2% | $69,890-45.4% | $77,906-51.0% |
| Participation rate | 92.8% | 79.9%+12.9pp | 70.5%+22.4pp | 73.7%+19.1pp |
| Annual return | -16.31% | -11.86%-4.4pp | 190.84%-207.2pp | 12.16%-28.5pp |
| Employer contribution / active EE | $2,649 | $2,706-2.1% | $2,560+3.5% | $2,846-6.9% |
| Participant deferral / active EE | $3,602 | $3,977-9.4% | $3,848-6.4% | $4,805-25.0% |
| Admin fee / account holder | $43 | $101-57.5% | $6,267-99.3% | $133-67.5% |