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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $304,960 |
Service code 37 · EIN 04-2647786 | Loan Processing | $296,210 |
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 | $125,458 | $134,619-6.8% | $111,319+12.7% | $101,555+23.5% |
| Participation rate | 94.3% | 89.0%+5.3pp | 77.3%+16.9pp | 74.5%+19.7pp |
| Annual return | 15.12% | 17.96%-2.8pp | 54.68%-39.6pp | 21.00%-5.9pp |
| Employer contribution / active EE | $7,620 | $3,829+99.0% | $2,732+178.9% | $2,972+156.4% |
| Participant deferral / active EE | $7,228 | $6,572+10.0% | $4,488+61.1% | $4,874+48.3% |
| Admin fee / account holder | $90 | $86+4.2% | $7,966-98.9% | $139-35.5% |