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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,244 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $22,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$86,999 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $426,106 | $79,519+435.9% | $95,968+344.0% | $73,415+480.4% |
| Participation rate | 93.6% | 81.2%+12.4pp | 77.1%+16.5pp | 72.2%+21.4pp |
| Annual return | 22.38% | 19.20%+3.2pp | 91.65%-69.3pp | 59.30%-36.9pp |
| Employer contribution / active EE | $9,357 | $2,048+357.0% | $2,542+268.2% | $2,234+318.9% |
| Participant deferral / active EE | $15,681 | $4,138+278.9% | $4,167+276.3% | $3,806+312.0% |
| Admin fee / account holder | -$14 | $184-107.6% | $6,798-100.2% | $158-108.9% |