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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25,782 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,644 |
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 | $198,473 | $78,483+152.9% | $106,201+86.9% | $74,546+166.2% |
| Participation rate | 91.0% | 72.8%+18.2pp | 75.3%+15.8pp | 67.2%+23.8pp |
| Annual return | 17.72% | 15.94%+1.8pp | 116.26%-98.5pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $2,478 | $2,522-1.7% | $3,170-21.8% | $2,624-5.6% |
| Participant deferral / active EE | $8,243 | $4,320+90.8% | $5,012+64.5% | $4,347+89.6% |
| Admin fee / account holder | $227 | $2,236-89.9% | $11,039-97.9% | $1,944-88.3% |