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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,933 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,951 |
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 | $165,973 | $90,064+84.3% | $100,392+65.3% | $77,736+113.5% |
| Participation rate | 82.9% | 81.3%+1.6pp | 81.5%+1.4pp | 70.6%+12.3pp |
| Annual return | 15.03% | 20.61%-5.6pp | 49.45%-34.4pp | 31.26%-16.2pp |
| Employer contribution / active EE | $2,359 | $3,043-22.5% | $3,941-40.1% | $2,728-13.5% |
| Participant deferral / active EE | $14,844 | $8,282+79.2% | $8,090+83.5% | $4,651+219.2% |
| Admin fee / account holder | $142 | $172-17.7% | $7,904-98.2% | $433-67.3% |