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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 | $106,247-6.2% | $147,096-32.3% | $77,714+28.2% |
| Participation rate | 82.7% | 78.4%+4.4pp | 82.2%+0.6pp | 70.6%+12.2pp |
| Annual return | 18.38% | 56.87%-38.5pp | 419.75%-401.4pp | 31.26%-12.9pp |
| Employer contribution / active EE | $6,801 | $4,069+67.1% | $4,936+37.8% | $2,727+149.4% |
| Participant deferral / active EE | $10,451 | $7,996+30.7% | $8,071+29.5% | $4,649+124.8% |
| Admin fee / account holder | $59 | $338-82.5% | $13,005-99.5% | $433-86.3% |