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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,185 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,746 |
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 | $99,641 | $106,264-6.2% | $147,117-32.3% | $77,762+28.1% |
| Participation rate | 82.7% | 78.4%+4.3pp | 82.2%+0.6pp | 70.6%+12.1pp |
| Annual return | 18.38% | 56.94%-38.6pp | 420.54%-402.2pp | 31.27%-12.9pp |
| Employer contribution / active EE | $6,801 | $4,074+67.0% | $4,932+37.9% | $2,728+149.3% |
| Participant deferral / active EE | $10,451 | $8,003+30.6% | $8,065+29.6% | $4,651+124.7% |
| Admin fee / account holder | $59 | $334-82.3% | $12,993-99.5% | $433-86.3% |