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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,693 |
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 | $120,904 | $91,474+32.2% | $135,982-11.1% | $71,529+69.0% |
| Participation rate | 95.1% | 75.7%+19.4pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 24.35% | 29.89%-5.5pp | 68.32%-44.0pp | 28.97%-4.6pp |
| Employer contribution / active EE | $6,616 | $3,705+78.5% | $4,859+36.1% | $2,590+155.4% |
| Participant deferral / active EE | $11,441 | $7,095+61.3% | $7,760+47.4% | $4,291+166.6% |
| Admin fee / account holder | $31 | $1,267-97.6% | $10,767-99.7% | $1,588-98.1% |