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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 | $106,247-14.3% | $147,096-38.1% | $77,714+17.2% |
| Participation rate | 95.8% | 78.4%+17.4pp | 82.2%+13.6pp | 70.6%+25.2pp |
| Annual return | 21.28% | 56.87%-35.6pp | 419.75%-398.5pp | 31.26%-10.0pp |
| Employer contribution / active EE | $8,941 | $4,069+119.7% | $4,936+81.1% | $2,727+227.9% |
| Participant deferral / active EE | $15,721 | $7,996+96.6% | $8,071+94.8% | $4,649+238.1% |
| Admin fee / account holder | $282 | $338-16.7% | $13,005-97.8% | $433-34.9% |