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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,121 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,141 |
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 | $83,345 | $106,264-21.6% | $147,117-43.3% | $77,762+7.2% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 23.61% | 56.94%-33.3pp | 420.54%-396.9pp | 31.27%-7.7pp |
| Employer contribution / active EE | $3,537 | $4,074-13.2% | $4,932-28.3% | $2,728+29.6% |
| Participant deferral / active EE | $10,703 | $8,003+33.7% | $8,065+32.7% | $4,651+130.1% |
| Admin fee / account holder | $16 | $334-95.1% | $12,993-99.9% | $433-96.2% |