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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,063 |
GT REILLY & COMPANY8 years Service code 10 · EIN 04-2513210 | Accounting | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$243,105 |
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 | $149,240 | $104,544+42.8% | $96,564+54.6% | $80,187+86.1% |
| Participation rate | 92.5% | 86.4%+6.2pp | 76.0%+16.5pp | 72.9%+19.6pp |
| Annual return | 36.13% | 21.79%+14.3pp | 25.89%+10.2pp | 40.40%-4.3pp |
| Employer contribution / active EE | $2,279 | $3,527-35.4% | $2,967-23.2% | $2,980-23.5% |
| Participant deferral / active EE | $9,414 | $6,170+52.6% | $4,852+94.0% | $5,016+87.7% |
| Admin fee / account holder | -$129 | $107-221.2% | $8,256-101.6% | $145-189.3% |