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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,437 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,554 |
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 | $131,617 | $106,247+23.9% | $147,096-10.5% | $77,714+69.4% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 17.29% | 56.87%-39.6pp | 419.75%-402.5pp | 31.26%-14.0pp |
| Employer contribution / active EE | $6,773 | $4,069+66.4% | $4,936+37.2% | $2,727+148.4% |
| Participant deferral / active EE | $11,925 | $7,996+49.1% | $8,071+47.7% | $4,649+156.5% |
| Admin fee / account holder | $30 | $338-91.3% | $13,005-99.8% | $433-93.2% |