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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $38,964 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,047 |
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 | $47,500 | $89,282-46.8% | $94,664-49.8% | $74,460-36.2% |
| Participation rate | 98.3% | 82.4%+15.8pp | 80.8%+17.4pp | 70.7%+27.5pp |
| Annual return | 29.50% | 25.96%+3.5pp | 156.84%-127.3pp | 34.38%-4.9pp |
| Employer contribution / active EE | $4,639 | $3,022+53.5% | $3,673+26.3% | $2,638+75.8% |
| Participant deferral / active EE | $17,902 | $8,425+112.5% | $7,417+141.4% | $4,530+295.2% |
| Admin fee / account holder | $46 | $219-78.9% | $7,222-99.4% | $348-86.7% |