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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,479 |
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 | $234,883 | $100,272+134.2% | $170,055+38.1% | $74,478+215.4% |
| Participation rate | 99.9% | 87.4%+12.5pp | 87.0%+12.9pp | 70.7%+29.1pp |
| Annual return | 25.35% | 66.12%-40.8pp | 53.43%-28.1pp | 34.37%-9.0pp |
| Employer contribution / active EE | $14,740 | $4,266+245.6% | $6,790+117.1% | $2,637+459.0% |
| Participant deferral / active EE | $15,849 | $7,147+121.8% | $10,410+52.2% | $4,530+249.9% |
| Admin fee / account holder | -$25 | $235-110.5% | $12,828-100.2% | $347-107.1% |