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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,178 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,428 |
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 | $122,606 | $92,186+33.0% | $105,624+16.1% | $77,762+57.7% |
| Participation rate | 93.7% | 81.0%+12.7pp | 75.3%+18.5pp | 70.6%+23.1pp |
| Annual return | 13.86% | 17.83%-4.0pp | 116.20%-102.3pp | 31.27%-17.4pp |
| Employer contribution / active EE | $5,386 | $3,376+59.5% | $3,168+70.0% | $2,728+97.4% |
| Participant deferral / active EE | $9,409 | $5,395+74.4% | $5,013+87.7% | $4,651+102.3% |
| Admin fee / account holder | $170 | $219-22.4% | $10,961-98.4% | $433-60.7% |