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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 | $106,110+24.0% | $147,005-10.5% | $77,671+69.5% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 17.29% | 56.77%-39.5pp | 418.76%-401.5pp | 31.21%-13.9pp |
| Employer contribution / active EE | $6,773 | $4,065+66.6% | $4,934+37.3% | $2,726+148.4% |
| Participant deferral / active EE | $11,925 | $7,992+49.2% | $8,070+47.8% | $4,648+156.6% |
| Admin fee / account holder | $30 | $338-91.2% | $13,006-99.8% | $430-93.1% |