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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,455 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,831 |
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 | $95,667 | $106,230-9.9% | $147,080-35.0% | $77,736+23.1% |
| Participation rate | 91.5% | 78.4%+13.1pp | 82.2%+9.3pp | 70.6%+20.9pp |
| Annual return | 45.45% | 56.91%-11.5pp | 420.17%-374.7pp | 31.26%+14.2pp |
| Employer contribution / active EE | $8,209 | $4,072+101.6% | $4,933+66.4% | $2,728+200.9% |
| Participant deferral / active EE | $17,721 | $8,001+121.5% | $8,066+119.7% | $4,651+281.1% |
| Admin fee / account holder | $36 | $338-89.4% | $12,989-99.7% | $433-91.7% |