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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,219 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,576 | $57,541+14.0% | $95,740-31.5% | $75,173-12.8% |
| Participation rate | 53.2% | 62.5%-9.3pp | 72.3%-19.1pp | 67.2%-14.0pp |
| Annual return | 18.42% | 34.93%-16.5pp | 28.41%-10.0pp | 160.72%-142.3pp |
| Employer contribution / active EE | $2,906 | $1,808+60.8% | $2,836+2.5% | $2,671+8.8% |
| Participant deferral / active EE | $4,202 | $3,074+36.7% | $4,244-1.0% | $4,126+1.8% |
| Admin fee / account holder | $83 | $4,099-98.0% | $5,676-98.5% | $5,651-98.5% |