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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $124,582 |
Service code 37 · EIN 04-2647786 | Loan Processing | $99,453 |
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 | $148,433 | $136,853+8.5% | $130,231+14.0% | $80,157+85.2% |
| Participation rate | 90.0% | 81.6%+8.4pp | 76.3%+13.8pp | 72.9%+17.1pp |
| Annual return | 18.87% | 22.66%-3.8pp | 38.86%-20.0pp | 40.39%-21.5pp |
| Employer contribution / active EE | $9,573 | $3,395+182.0% | $4,126+132.0% | $2,977+221.5% |
| Participant deferral / active EE | $12,863 | $5,856+119.7% | $6,799+89.2% | $5,015+156.5% |
| Admin fee / account holder | $123 | $184-33.2% | $6,020-98.0% | $145-15.2% |