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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,976 |
LPL FINANCIAL2 years Filed as: LPL HOLDINGS, INC Service code 16 · EIN 04-3046611 | Consulting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,716 |
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 | $187,940 | $104,544+79.8% | $96,534+94.7% | $80,157+134.5% |
| Participation rate | 97.9% | 86.4%+11.5pp | 76.0%+21.9pp | 72.9%+24.9pp |
| Annual return | 23.90% | 21.79%+2.1pp | 25.88%-2.0pp | 40.39%-16.5pp |
| Employer contribution / active EE | $3,868 | $3,527+9.6% | $2,965+30.4% | $2,977+29.9% |
| Participant deferral / active EE | $11,956 | $6,170+93.8% | $4,851+146.5% | $5,015+138.4% |
| Admin fee / account holder | $110 | $107+3.2% | $8,253-98.7% | $145-23.9% |