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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OXFORD FINANCIAL GROUP Service code 16 · EIN 35-1588335 | Consulting | $81,250 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,193 |
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 | $207,172 | $104,631+98.0% | $98,462+110.4% | $80,187+158.4% |
| Participation rate | 99.0% | 87.5%+11.5pp | 75.2%+23.8pp | 72.9%+26.1pp |
| Annual return | 18.14% | 34.72%-16.6pp | 21.20%-3.1pp | 40.40%-22.3pp |
| Employer contribution / active EE | $9,828 | $4,517+117.6% | $3,049+222.4% | $2,980+229.8% |
| Participant deferral / active EE | $11,933 | $6,545+82.3% | $4,738+151.8% | $5,016+137.9% |
| Admin fee / account holder | $79 | $105-24.4% | $8,875-99.1% | $145-45.3% |