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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,066 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,447 |
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 | $113,450 | $71,523+58.6% | $98,461+15.2% | $71,511+58.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 21.36% | 32.43%-11.1pp | 21.17%+0.2pp | 28.86%-7.5pp |
| Employer contribution / active EE | $11,458 | $2,399+377.5% | $3,049+275.8% | $2,589+342.5% |
| Participant deferral / active EE | $11,999 | $4,109+192.1% | $4,738+153.2% | $4,291+179.7% |
| Admin fee / account holder | $49 | $1,676-97.1% | $8,961-99.5% | $1,588-96.9% |