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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 | $106,264+38.0% | $147,117-0.3% | $77,762+88.6% |
| Participation rate | 97.6% | 78.4%+19.1pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 19.91% | 56.94%-37.0pp | 420.54%-400.6pp | 31.27%-11.4pp |
| Employer contribution / active EE | $10,204 | $4,074+150.5% | $4,932+106.9% | $2,728+274.0% |
| Participant deferral / active EE | $12,086 | $8,003+51.0% | $8,065+49.9% | $4,651+159.9% |
| Admin fee / account holder | $64 | $334-80.9% | $12,993-99.5% | $433-85.2% |