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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,400 |
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 | $170,155 | $61,391+177.2% | $149,723+13.6% | $71,529+137.9% |
| Participation rate | 79.0% | 62.5%+16.5pp | 78.8%+0.2pp | 67.9%+11.0pp |
| Annual return | 19.60% | 35.88%-16.3pp | 134.50%-114.9pp | 28.97%-9.4pp |
| Employer contribution / active EE | $5,071 | $2,384+112.7% | $4,821+5.2% | $2,590+95.8% |
| Participant deferral / active EE | $4,725 | $2,921+61.8% | $5,682-16.9% | $4,291+10.1% |
| Admin fee / account holder | -$4 | $1,264-100.3% | $13,215-100.0% | $1,588-100.2% |