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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $168,547 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,626 |
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 | $33,251 | $63,321-47.5% | $68,803-51.7% | $77,906-57.3% |
| Participation rate | 87.6% | 71.1%+16.4pp | 69.0%+18.5pp | 73.7%+13.9pp |
| Annual return | -17.12% | -6.50%-10.6pp | -6.37%-10.8pp | 12.16%-29.3pp |
| Employer contribution / active EE | $2,815 | $2,794+0.8% | $2,656+6.0% | $2,846-1.1% |
| Participant deferral / active EE | $5,065 | $4,029+25.7% | $3,942+28.5% | $4,805+5.4% |
| Admin fee / account holder | $64 | $104-38.6% | $4,936-98.7% | $133-51.7% |