Filed March 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,225 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$102,243 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,393 | $122,042+145.3% | $184,260+62.5% | $74,459+302.1% |
| Participation rate | 98.5% | 85.5%+13.0pp | 86.8%+11.6pp | 67.2%+31.2pp |
| Annual return | 17.01% | 19.91%-2.9pp | 28.84%-11.8pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $24,114 | $4,537+431.4% | $6,427+275.2% | $2,626+818.3% |
| Participant deferral / active EE | $17,072 | $7,143+139.0% | $9,133+86.9% | $4,350+292.5% |
| Admin fee / account holder | $72 | $1,252-94.2% | $13,898-99.5% | $1,945-96.3% |