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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,027 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,765 | $49,471+43.0% | $79,583-11.1% | $66,949+5.7% |
| Participation rate | 94.8% | 61.4%+33.5pp | 69.5%+25.3pp | 69.8%+25.0pp |
| Annual return | -17.08% | 84.30%-101.4pp | 0.16%-17.2pp | 1.57%-18.6pp |
| Employer contribution / active EE | $624 | $1,266-50.7% | $2,414-74.1% | $2,545-75.5% |
| Participant deferral / active EE | $3,950 | $3,160+25.0% | $3,986-0.9% | $4,239-6.8% |
| Admin fee / account holder | $244 | $595-58.9% | $6,835-96.4% | $594-58.8% |