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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,038 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,791 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,253 | $122,596-49.2% | $184,243-66.2% | $199,921-68.9% |
| Participation rate | 94.8% | 86.9%+7.9pp | 86.8%+8.0pp | 72.0%+22.8pp |
| Annual return | 14.12% | 144.14%-130.0pp | 28.82%-14.7pp | 34.28%-20.2pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $6,427-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $10,383 | $7,972+30.2% | $9,132+13.7% | $5,089+104.0% |
| Admin fee / account holder | -$1 | $120-101.0% | $13,914-100.0% | $269-100.4% |