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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $358,870 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,022 |
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 | $103,110 | $74,462+38.5% | $81,988+25.8% | $90,274+14.2% |
| Participation rate | 78.6% | 69.7%+9.0pp | 69.3%+9.4pp | 73.4%+5.3pp |
| Annual return | 17.68% | 17.56%+0.1pp | 41.32%-23.6pp | 53.97%-36.3pp |
| Employer contribution / active EE | $2,770 | $2,334+18.7% | $2,499+10.9% | $2,523+9.8% |
| Participant deferral / active EE | $7,193 | $3,602+99.7% | $3,723+93.2% | $4,231+70.0% |
| Admin fee / account holder | $65 | $98-33.5% | $5,666-98.9% | $114-42.9% |