| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $132,620 |
MPC CAPITAL ADVISORS LLC4 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 · EIN 27-2136582 | Advisory (Plan) | $36,568 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,984 |
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 | $314,508 | $95,388+229.7% | $125,401+150.8% | $77,906+303.7% |
| Participation rate | 96.9% | 78.6%+18.3pp | 82.4%+14.5pp | 73.7%+23.2pp |
| Annual return | -16.35% | 116.19%-132.5pp | 572.53%-588.9pp | 12.16%-28.5pp |
| Employer contribution / active EE | $6,762 | $3,666+84.4% | $4,816+40.4% | $2,846+137.6% |
| Participant deferral / active EE | $12,739 | $7,711+65.2% | $7,448+71.0% | $4,805+165.1% |
| Admin fee / account holder | $38 | $119-68.2% | $10,008-99.6% | $133-71.5% |