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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,972 |
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
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 | $108,949 | $76,112+43.1% | $96,534+12.9% | $71,511+52.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 24.79% | 22.81%+2.0pp | 25.88%-1.1pp | 28.86%-4.1pp |
| Employer contribution / active EE | $5,581 | $2,248+148.3% | $2,965+88.2% | $2,589+115.6% |
| Participant deferral / active EE | $5,489 | $4,217+30.2% | $4,851+13.2% | $4,291+27.9% |
| Admin fee / account holder | $56 | $2,708-97.9% | $8,253-99.3% | $1,588-96.5% |