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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $119,890 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,484 |
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 | $59,336 | $82,188-27.8% | $125,391-52.7% | $64,824-8.5% |
| Participation rate | 93.7% | 77.9%+15.8pp | 82.4%+11.3pp | 71.5%+22.2pp |
| Annual return | -16.06% | 3.50%-19.6pp | 572.41%-588.5pp | 32.84%-48.9pp |
| Employer contribution / active EE | $2,218 | $3,617-38.7% | $4,816-53.9% | $2,507-11.5% |
| Participant deferral / active EE | $7,223 | $7,177+0.6% | $7,448-3.0% | $4,311+67.5% |
| Admin fee / account holder | $107 | $163-34.2% | $10,009-98.9% | $188-42.8% |