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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $57,568 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,499 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,520 |
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 | $72,569 | $95,417-23.9% | $135,974-46.6% | $74,460-2.5% |
| Participation rate | 97.0% | 78.2%+18.8pp | 81.9%+15.1pp | 70.7%+26.2pp |
| Annual return | 31.40% | 32.76%-1.4pp | 68.30%-36.9pp | 34.38%-3.0pp |
| Employer contribution / active EE | $9,767 | $3,878+151.9% | $4,859+101.0% | $2,638+270.2% |
| Participant deferral / active EE | $16,715 | $7,789+114.6% | $7,760+115.4% | $4,530+269.0% |
| Admin fee / account holder | $203 | $266-23.8% | $10,767-98.1% | $348-41.7% |