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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $147,443 |
Service code 37 · EIN 04-2647786 | Loan Processing | $135,317 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,479 |
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 | $155,963 | $130,052+19.9% | $86,717+79.9% | $77,906+100.2% |
| Participation rate | 97.8% | 85.9%+11.8pp | 76.6%+21.2pp | 73.7%+24.1pp |
| Annual return | -16.32% | -12.73%-3.6pp | 35.97%-52.3pp | 12.16%-28.5pp |
| Employer contribution / active EE | $3,600 | $3,214+12.0% | $2,837+26.9% | $2,846+26.5% |
| Participant deferral / active EE | $11,965 | $5,741+108.4% | $4,657+156.9% | $4,805+149.0% |
| Admin fee / account holder | $192 | $132+45.3% | $7,494-97.4% | $133+44.5% |