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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $151,874 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,988 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $5,000 |
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 | $103,948 | $115,744-10.2% | $100,415+3.5% | $200,096-48.1% |
| Participation rate | 95.3% | 85.7%+9.6pp | 81.5%+13.8pp | 72.0%+23.3pp |
| Annual return | 18.15% | 17.79%+0.4pp | 49.47%-31.3pp | 34.26%-16.1pp |
| Employer contribution / active EE | $7,175 | $3,657+96.2% | $3,943+82.0% | $3,038+136.2% |
| Participant deferral / active EE | $24,543 | $9,844+149.3% | $8,091+203.3% | $5,090+382.2% |
| Admin fee / account holder | $103 | $93+11.2% | $7,906-98.7% | $269-61.6% |