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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 43-1552002 | Accounting | $51,699 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,629 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$74,282 |
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 | $249,126 | $89,435+178.6% | $164,975+51.0% | $77,714+220.6% |
| Participation rate | 85.5% | 78.6%+6.8pp | 78.6%+6.8pp | 70.6%+14.9pp |
| Annual return | 19.45% | 28.82%-9.4pp | 70.12%-50.7pp | 31.26%-11.8pp |
| Employer contribution / active EE | $3,168 | $2,563+23.6% | $4,343-27.0% | $2,727+16.2% |
| Participant deferral / active EE | $8,910 | $4,901+81.8% | $6,033+47.7% | $4,649+91.7% |
| Admin fee / account holder | -$17 | $340-105.0% | $12,688-100.1% | $433-103.9% |