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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 | $55,446+491.2% | $155,574+110.7% | $74,429+340.4% |
| Participation rate | 85.3% | 61.9%+23.4pp | 78.2%+7.0pp | 67.2%+18.0pp |
| Annual return | 20.46% | 269.20%-248.7pp | 64.87%-44.4pp | 1368.38%-1347.9pp |
| Employer contribution / active EE | $14,501 | $2,266+539.9% | $4,676+210.1% | $2,625+452.4% |
| Participant deferral / active EE | $19,244 | $2,836+578.6% | $5,629+241.9% | $4,348+342.6% |
| Admin fee / account holder | $71 | $1,743-95.9% | $15,914-99.6% | $1,944-96.3% |