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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,529 |
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 | $63,361 | $95,388-33.6% | $125,363-49.5% | $77,906-18.7% |
| Participation rate | 96.8% | 78.6%+18.2pp | 82.4%+14.4pp | 73.7%+23.1pp |
| Annual return | -14.53% | 116.19%-130.7pp | 572.15%-586.7pp | 12.16%-26.7pp |
| Employer contribution / active EE | $8,662 | $3,666+136.3% | $4,815+79.9% | $2,846+204.3% |
| Participant deferral / active EE | $19,467 | $7,711+152.5% | $7,447+161.4% | $4,805+305.1% |
| Admin fee / account holder | $23 | $119-80.9% | $10,005-99.8% | $133-82.9% |