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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $85,748 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,391 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,462 |
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 | $91,085 | $106,264-14.3% | $147,117-38.1% | $77,762+17.1% |
| Participation rate | 95.8% | 78.4%+17.4pp | 82.2%+13.6pp | 70.6%+25.2pp |
| Annual return | 21.28% | 56.94%-35.7pp | 420.54%-399.3pp | 31.27%-10.0pp |
| Employer contribution / active EE | $8,941 | $4,074+119.5% | $4,932+81.3% | $2,728+227.7% |
| Participant deferral / active EE | $15,721 | $8,003+96.4% | $8,065+94.9% | $4,651+238.0% |
| Admin fee / account holder | $282 | $334-15.7% | $12,993-97.8% | $433-34.9% |