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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,295 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,583 |
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 | $121,102 | $101,499+19.3% | $147,005-17.6% | $74,546+62.5% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 16.35% | 8732.34%-8716.0pp | 418.76%-402.4pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $6,167 | $3,811+61.8% | $4,934+25.0% | $2,624+135.0% |
| Participant deferral / active EE | $15,879 | $7,304+117.4% | $8,070+96.8% | $4,347+265.3% |
| Admin fee / account holder | $77 | $1,748-95.6% | $13,006-99.4% | $1,944-96.0% |