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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,402 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,525 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,874 | $86,897+46.0% | $151,628-16.3% | $64,814+95.8% |
| Participation rate | 89.2% | 87.3%+1.9pp | 87.5%+1.7pp | 71.5%+17.7pp |
| Annual return | -17.65% | -3.57%-14.1pp | 3.34%-21.0pp | 32.84%-50.5pp |
| Employer contribution / active EE | $9,461 | $4,010+135.9% | $6,165+53.5% | $2,507+277.4% |
| Participant deferral / active EE | $13,539 | $6,690+102.4% | $8,363+61.9% | $4,310+214.1% |
| Admin fee / account holder | $26 | $153-83.0% | $11,613-99.8% | $188-86.2% |