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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | $513 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,809 | $55,470+491.0% | $155,556+110.7% | $74,478+340.1% |
| Participation rate | 85.3% | 61.9%+23.4pp | 78.2%+7.0pp | 67.2%+18.0pp |
| Annual return | 20.46% | 269.80%-249.3pp | 64.84%-44.4pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $14,501 | $2,267+539.7% | $4,675+210.1% | $2,626+452.1% |
| Participant deferral / active EE | $19,244 | $2,838+578.1% | $5,631+241.8% | $4,350+342.4% |
| Admin fee / account holder | $71 | $1,744-95.9% | $15,885-99.6% | $1,946-96.3% |