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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,478 |
Service code 37 · EIN 04-2647786 | Loan Processing | $662 |
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 | $100,691 | $84,499+19.2% | $125,391-19.7% | $66,949+50.4% |
| Participation rate | 95.4% | 76.4%+19.0pp | 82.4%+13.0pp | 69.8%+25.6pp |
| Annual return | -15.85% | -8.49%-7.4pp | 572.41%-588.3pp | 1.57%-17.4pp |
| Employer contribution / active EE | $6,614 | $3,554+86.1% | $4,816+37.4% | $2,545+159.9% |
| Participant deferral / active EE | $11,799 | $6,785+73.9% | $7,448+58.4% | $4,239+178.3% |
| Admin fee / account holder | $32 | $685-95.4% | $10,009-99.7% | $594-94.7% |