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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 16 · EIN 06-1053228 | Consulting | $31,818 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,962 |
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 | $102,757 | $91,372+12.5% | $130,045-21.0% | $74,460+38.0% |
| Participation rate | 96.9% | 77.8%+19.1pp | 78.5%+18.4pp | 70.7%+26.2pp |
| Annual return | 26.51% | 23.21%+3.3pp | -137.30%+163.8pp | 34.38%-7.9pp |
| Employer contribution / active EE | $2,071 | $2,563-19.2% | $4,321-52.1% | $2,638-21.5% |
| Participant deferral / active EE | $7,451 | $4,721+57.8% | $5,820+28.0% | $4,530+64.5% |
| Admin fee / account holder | $61 | $283-78.4% | $10,600-99.4% | $348-82.4% |