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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,018,569 |
Service code 37 · EIN 04-2647786 | Loan Processing | $503,727 |
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 | $65,542 | $73,283-10.6% | $155,556-57.9% | $106,553-38.5% |
| Participation rate | 97.8% | 73.3%+24.5pp | 78.2%+19.6pp | 69.8%+28.0pp |
| Annual return | 15.72% | 15.76%0pp | 64.84%-49.1pp | 17.37%-1.6pp |
| Employer contribution / active EE | $1,588 | $2,241-29.1% | $4,675-66.0% | $3,359-52.7% |
| Participant deferral / active EE | $7,877 | $4,567+72.5% | $5,631+39.9% | $5,562+41.6% |
| Admin fee / account holder | $33 | $56-40.7% | $15,885-99.8% | $80-58.4% |