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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $569 |
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 | $155,481 | $106,164+46.5% | $147,041+5.7% | $77,692+100.1% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 19.32% | 56.81%-37.5pp | 419.21%-399.9pp | 31.25%-11.9pp |
| Employer contribution / active EE | $8,503 | $4,066+109.1% | $4,935+72.3% | $2,726+211.9% |
| Participant deferral / active EE | $14,955 | $7,993+87.1% | $8,071+85.3% | $4,648+221.7% |
| Admin fee / account holder | $23 | $338-93.3% | $13,006-99.8% | $431-94.8% |