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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,095 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $21,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$108,826 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,134 | $73,404+390.6% | $87,102+313.5% | $67,584+432.9% |
| Participation rate | 93.7% | 80.9%+12.8pp | 76.9%+16.8pp | 71.3%+22.4pp |
| Annual return | 25.02% | 48.29%-23.3pp | 28.19%-3.2pp | 378.59%-353.6pp |
| Employer contribution / active EE | $8,813 | $2,014+337.6% | $2,521+249.5% | $2,148+310.3% |
| Participant deferral / active EE | $14,497 | $3,913+270.5% | $4,048+258.1% | $3,540+309.6% |
| Admin fee / account holder | -$10 | $142-107.4% | $7,493-100.1% | $142-107.4% |