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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $212,581 |
Service code 37 · EIN 04-2647786 | Loan Processing | $145,431 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,087 |
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 | $38,739 | $106,553-63.6% | $69,632-44.4% | $106,553-63.6% |
| Participation rate | 83.3% | 69.8%+13.4pp | 66.4%+16.8pp | 69.8%+13.4pp |
| Annual return | 28.34% | 17.37%+11.0pp | 101.32%-73.0pp | 17.37%+11.0pp |
| Employer contribution / active EE | $1,774 | $3,359-47.2% | $1,708+3.9% | $3,359-47.2% |
| Participant deferral / active EE | $7,971 | $5,562+43.3% | $2,889+175.9% | $5,562+43.3% |
| Admin fee / account holder | $39 | $80-51.6% | $4,695-99.2% | $80-51.6% |