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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,113 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,927 |
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 | $59,678 | $79,209-24.7% | $102,434-41.7% | $74,459-19.9% |
| Participation rate | 92.6% | 74.8%+17.8pp | 76.5%+16.1pp | 67.2%+25.4pp |
| Annual return | 16.10% | 54.98%-38.9pp | 29.46%-13.4pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $4,814 | $2,362+103.8% | $3,023+59.2% | $2,626+83.3% |
| Participant deferral / active EE | $8,355 | $4,417+89.1% | $5,055+65.3% | $4,350+92.1% |
| Admin fee / account holder | $86 | $2,002-95.7% | $9,462-99.1% | $1,945-95.6% |