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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,748 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,845 |
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 | $77,179 | $89,282-13.6% | $94,664-18.5% | $74,460+3.7% |
| Participation rate | 97.4% | 82.4%+15.0pp | 80.8%+16.6pp | 70.7%+26.7pp |
| Annual return | 26.28% | 25.96%+0.3pp | 156.84%-130.6pp | 34.38%-8.1pp |
| Employer contribution / active EE | $4,595 | $3,022+52.0% | $3,673+25.1% | $2,638+74.2% |
| Participant deferral / active EE | $15,695 | $8,425+86.3% | $7,417+111.6% | $4,530+246.5% |
| Admin fee / account holder | $22 | $219-89.9% | $7,222-99.7% | $348-93.6% |