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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 | $106,264+23.9% | $147,117-10.5% | $77,762+69.3% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 17.29% | 56.94%-39.6pp | 420.54%-403.2pp | 31.27%-14.0pp |
| Employer contribution / active EE | $6,773 | $4,074+66.2% | $4,932+37.3% | $2,728+148.3% |
| Participant deferral / active EE | $11,925 | $8,003+49.0% | $8,065+47.9% | $4,651+156.4% |
| Admin fee / account holder | $30 | $334-91.2% | $12,993-99.8% | $433-93.2% |