| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $632,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | $485,311 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $31,950 |
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 | $114,786 | $122,114-6.0% | $96,188+19.3% | $101,555+13.0% |
| Participation rate | 93.8% | 40.2%+53.7pp | 68.4%+25.4pp | 74.5%+19.3pp |
| Annual return | 17.19% | 22.60%-5.4pp | 192.12%-174.9pp | 21.00%-3.8pp |
| Employer contribution / active EE | $3,477 | $938+270.6% | $2,800+24.2% | $2,972+17.0% |
| Participant deferral / active EE | $11,948 | $2,166+451.6% | $4,350+174.6% | $4,874+145.1% |
| Admin fee / account holder | $92 | $1,652-94.4% | $5,538-98.3% | $139-34.2% |