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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,776 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,971 |
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 | $68,179 | $91,439-25.4% | $135,974-49.9% | $71,511-4.7% |
| Participation rate | 86.5% | 75.7%+10.8pp | 81.9%+4.6pp | 67.9%+18.6pp |
| Annual return | 25.45% | 29.90%-4.4pp | 68.30%-42.9pp | 28.86%-3.4pp |
| Employer contribution / active EE | $6,197 | $3,705+67.3% | $4,859+27.5% | $2,589+139.3% |
| Participant deferral / active EE | $16,785 | $7,093+136.6% | $7,760+116.3% | $4,291+291.2% |
| Admin fee / account holder | $18 | $1,267-98.6% | $10,767-99.8% | $1,588-98.9% |