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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,510 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,650 | $106,247-43.9% | $147,096-59.4% | $77,714-23.2% |
| Participation rate | 90.8% | 78.4%+12.4pp | 82.2%+8.6pp | 70.6%+20.2pp |
| Annual return | 20.10% | 56.87%-36.8pp | 419.75%-399.6pp | 31.26%-11.2pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $16,459 | $7,996+105.8% | $8,071+103.9% | $4,649+254.0% |
| Admin fee / account holder | $23 | $338-93.1% | $13,005-99.8% | $433-94.6% |