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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,496 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,656 | $89,067-5.0% | $102,423-17.3% | $77,714+8.9% |
| Participation rate | 63.5% | 80.9%-17.4pp | 76.5%-13.0pp | 70.6%-7.1pp |
| Annual return | 17.44% | 25.01%-7.6pp | 29.42%-12.0pp | 31.26%-13.8pp |
| Employer contribution / active EE | $2,818 | $2,699+4.4% | $3,023-6.8% | $2,727+3.3% |
| Participant deferral / active EE | $6,370 | $5,147+23.8% | $5,054+26.0% | $4,649+37.0% |
| Admin fee / account holder | $49 | $236-79.1% | $9,455-99.5% | $433-88.7% |