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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $479,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | $393,381 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $18,818 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $78,065 | $32,762+138.3% | $84,637-7.8% | $89,609-12.9% |
| Participation rate | 95.3% | 34.6%+60.7pp | 68.2%+27.0pp | 69.6%+25.7pp |
| Annual return | 31.33% | 28.37%+3.0pp | 258.82%-227.5pp | 33.65%-2.3pp |
| Employer contribution / active EE | $2,874 | $564+409.8% | $2,653+8.3% | $2,584+11.2% |
| Participant deferral / active EE | $9,022 | $1,501+501.2% | $3,900+131.3% | $4,222+113.7% |
| Admin fee / account holder | $62 | $82-24.7% | $4,914-98.7% | $72-13.2% |