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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $60,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,022 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,074 |
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 | $57,506 | $91,474-37.1% | $135,982-57.7% | $71,529-19.6% |
| Participation rate | 83.9% | 75.7%+8.2pp | 81.9%+2.0pp | 67.9%+16.0pp |
| Annual return | 19.35% | 29.89%-10.5pp | 68.32%-49.0pp | 28.97%-9.6pp |
| Employer contribution / active EE | $2,623 | $3,705-29.2% | $4,859-46.0% | $2,590+1.3% |
| Participant deferral / active EE | $13,909 | $7,095+96.0% | $7,760+79.2% | $4,291+224.1% |
| Admin fee / account holder | $258 | $1,267-79.6% | $10,767-97.6% | $1,588-83.8% |