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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,989 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,813 |
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 | $133,295 | $87,125+53.0% | $108,405+23.0% | $86,821+53.5% |
| Participation rate | 93.2% | 80.5%+12.6pp | 80.1%+13.1pp | 72.3%+20.9pp |
| Annual return | 16.17% | 25.21%-9.0pp | 905.55%-889.4pp | 97.94%-81.8pp |
| Employer contribution / active EE | $1,621 | $2,477-34.6% | $3,559-54.4% | $2,406-32.6% |
| Participant deferral / active EE | $6,151 | $6,944-11.4% | $6,563-6.3% | $4,132+48.9% |
| Admin fee / account holder | $36 | $130-72.3% | $7,297-99.5% | $170-78.7% |