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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | $74,789 |
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 | $246,147 | $107,415+129.2% | $135,998+81.0% | $80,187+207.0% |
| Participation rate | 97.7% | 78.0%+19.7pp | 81.9%+15.8pp | 72.9%+24.8pp |
| Annual return | 21.11% | 91.99%-70.9pp | 68.37%-47.3pp | 40.40%-19.3pp |
| Employer contribution / active EE | $10,155 | $3,878+161.9% | $4,860+109.0% | $2,980+240.8% |
| Participant deferral / active EE | $15,787 | $8,189+92.8% | $7,761+103.4% | $5,016+214.7% |
| Admin fee / account holder | $133 | $127+5.0% | $10,769-98.8% | $145-8.0% |