| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $143,504 |
MPC CAPITAL ADVISORS LLC3 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 · EIN 27-2136582 | Advisory (Plan) | $46,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,431 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,453 | $120,450+244.1% | $159,495+159.9% | $93,010+345.6% |
| Participation rate | 93.4% | 78.0%+15.5pp | 82.8%+10.6pp | 73.9%+19.5pp |
| Annual return | 19.69% | 27.11%-7.4pp | 263.72%-244.0pp | 158.70%-139.0pp |
| Employer contribution / active EE | $6,701 | $3,526+90.1% | $4,831+38.7% | $2,705+147.7% |
| Participant deferral / active EE | $12,850 | $7,283+76.4% | $7,354+74.7% | $4,561+181.7% |
| Admin fee / account holder | $52 | $137-61.6% | $10,804-99.5% | $152-65.4% |