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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $210,224 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,293 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,362 | $130,052-77.4% | $86,698-66.1% | $77,906-62.3% |
| Participation rate | 86.0% | 85.9%0pp | 76.6%+9.4pp | 73.7%+12.3pp |
| Annual return | -14.86% | -12.73%-2.1pp | 35.96%-50.8pp | 12.16%-27.0pp |
| Employer contribution / active EE | $2,819 | $3,214-12.3% | $2,837-0.6% | $2,846-1.0% |
| Participant deferral / active EE | $4,061 | $5,741-29.3% | $4,656-12.8% | $4,805-15.5% |
| Admin fee / account holder | $117 | $132-11.1% | $7,492-98.4% | $133-11.6% |