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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,434 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,103 |
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 | $146,688 | $106,247+38.1% | $147,096-0.3% | $77,714+88.8% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 19.91% | 56.87%-37.0pp | 419.75%-399.8pp | 31.26%-11.3pp |
| Employer contribution / active EE | $10,204 | $4,069+150.8% | $4,936+106.7% | $2,727+274.2% |
| Participant deferral / active EE | $12,086 | $7,996+51.1% | $8,071+49.7% | $4,649+159.9% |
| Admin fee / account holder | $64 | $338-81.1% | $13,005-99.5% | $433-85.3% |