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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,246 |
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 | $82,689 | $53,254+55.3% | $155,574-46.8% | $199,921-58.6% |
| Participation rate | 96.7% | 64.1%+32.6pp | 78.2%+18.5pp | 72.0%+24.7pp |
| Annual return | 23.39% | 41.18%-17.8pp | 64.87%-41.5pp | 34.28%-10.9pp |
| Employer contribution / active EE | $3,856 | $1,848+108.7% | $4,676-17.5% | $3,035+27.0% |
| Participant deferral / active EE | $15,086 | $3,165+376.7% | $5,629+168.0% | $5,089+196.5% |
| Admin fee / account holder | $28 | $186-84.7% | $15,914-99.8% | $269-89.4% |