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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,152 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,375 |
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 | $54,158 | $64,612-16.2% | $86,439-37.3% | $64,814-16.4% |
| Participation rate | 88.4% | 81.5%+7.0pp | 80.3%+8.1pp | 71.5%+17.0pp |
| Annual return | -16.78% | 0.66%-17.4pp | 4395.55%-4412.3pp | 32.84%-49.6pp |
| Employer contribution / active EE | $2,708 | $2,744-1.3% | $3,769-28.1% | $2,507+8.0% |
| Participant deferral / active EE | $12,501 | $7,497+66.7% | $6,952+79.8% | $4,310+190.0% |
| Admin fee / account holder | $20 | $169-88.4% | $6,732-99.7% | $188-89.6% |