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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,539 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$3,569 |
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 | $55,448 | $82,163-32.5% | $125,381-55.8% | $64,819-14.5% |
| Participation rate | 93.4% | 77.9%+15.6pp | 82.4%+11.1pp | 71.5%+22.0pp |
| Annual return | -15.69% | 3.49%-19.2pp | 572.31%-588.0pp | 32.84%-48.5pp |
| Employer contribution / active EE | $1,207 | $3,616-66.6% | $4,815-74.9% | $2,507-51.9% |
| Participant deferral / active EE | $9,664 | $7,175+34.7% | $7,448+29.8% | $4,311+124.2% |
| Admin fee / account holder | $23 | $163-86.0% | $10,007-99.8% | $188-87.8% |