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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,390 |
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 | $183,788 | $136,266+34.9% | $90,767+102.5% | $77,906+135.9% |
| Participation rate | 98.4% | 86.6%+11.8pp | 75.7%+22.7pp | 73.7%+24.7pp |
| Annual return | -15.56% | -11.32%-4.2pp | -12.16%-3.4pp | 12.16%-27.7pp |
| Employer contribution / active EE | $9,502 | $4,215+125.4% | $2,922+225.2% | $2,846+233.8% |
| Participant deferral / active EE | $11,140 | $6,353+75.3% | $4,565+144.0% | $4,805+131.8% |
| Admin fee / account holder | $33 | $399-91.8% | $8,445-99.6% | $133-75.3% |