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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,850 |
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 | $99,466 | $91,474+8.7% | $135,982-26.9% | $71,529+39.1% |
| Participation rate | 93.1% | 75.7%+17.4pp | 81.9%+11.1pp | 67.9%+25.1pp |
| Annual return | 21.66% | 29.89%-8.2pp | 68.32%-46.7pp | 28.97%-7.3pp |
| Employer contribution / active EE | $4,820 | $3,705+30.1% | $4,859-0.8% | $2,590+86.1% |
| Participant deferral / active EE | $11,918 | $7,095+68.0% | $7,760+53.6% | $4,291+177.7% |
| Admin fee / account holder | $50 | $1,267-96.1% | $10,767-99.5% | $1,588-96.9% |