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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,546 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $29,060 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$83,270 |
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 | $265,156 | $104,544+153.6% | $96,564+174.6% | $80,187+230.7% |
| Participation rate | 83.0% | 86.4%-3.4pp | 76.0%+7.0pp | 72.9%+10.1pp |
| Annual return | 28.04% | 21.79%+6.2pp | 25.89%+2.1pp | 40.40%-12.4pp |
| Employer contribution / active EE | $7,141 | $3,527+102.5% | $2,967+140.7% | $2,980+139.7% |
| Participant deferral / active EE | $12,320 | $6,170+99.7% | $4,852+153.9% | $5,016+145.6% |
| Admin fee / account holder | $12 | $107-89.2% | $8,256-99.9% | $145-92.0% |