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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $117,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $87,892 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,282 |
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 | $49,848 | $100,272-50.3% | $170,043-70.7% | $74,460-33.1% |
| Participation rate | 94.2% | 87.4%+6.8pp | 87.0%+7.2pp | 70.7%+23.4pp |
| Annual return | 28.90% | 66.12%-37.2pp | 53.40%-24.5pp | 34.38%-5.5pp |
| Employer contribution / active EE | $2,915 | $4,266-31.7% | $6,790-57.1% | $2,638+10.5% |
| Participant deferral / active EE | $7,335 | $7,147+2.6% | $10,410-29.5% | $4,530+61.9% |
| Admin fee / account holder | $216 | $235-8.1% | $12,824-98.3% | $348-38.0% |