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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,158 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,075 |
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 | $40,090 | $73,034-45.1% | $76,902-47.9% | $80,169-50.0% |
| Participation rate | 98.6% | 78.1%+20.5pp | 69.6%+29.0pp | 72.9%+25.6pp |
| Annual return | 16.10% | 18.56%-2.5pp | 37.91%-21.8pp | 40.39%-24.3pp |
| Employer contribution / active EE | $2,783 | $2,779+0.1% | $2,534+9.8% | $2,978-6.6% |
| Participant deferral / active EE | $3,701 | $4,140-10.6% | $3,833-3.4% | $5,016-26.2% |
| Admin fee / account holder | $29 | $104-71.8% | $5,479-99.5% | $145-79.8% |