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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,338 |
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 | $129,621 | $70,879+82.9% | $189,558-31.6% | $79,393+63.3% |
| Participation rate | 80.2% | 68.0%+12.2pp | 78.5%+1.7pp | 70.7%+9.5pp |
| Annual return | 17.43% | 20.70%-3.3pp | 64.19%-46.8pp | 116.87%-99.4pp |
| Employer contribution / active EE | $5,989 | $1,806+231.6% | $4,412+35.7% | $2,428+146.7% |
| Participant deferral / active EE | $3,931 | $4,081-3.7% | $6,174-36.3% | $4,046-2.8% |
| Admin fee / account holder | $50 | $647-92.3% | $9,809-99.5% | $627-92.0% |