| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $600,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | $488,045 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $42,335 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $38,850 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,019 | $33,018+166.6% | $77,113+14.1% | $78,104+12.7% |
| Participation rate | 95.6% | 38.5%+57.1pp | 67.9%+27.7pp | 74.5%+21.1pp |
| Annual return | -18.30% | -7.47%-10.8pp | 42.37%-60.7pp | 10.90%-29.2pp |
| Employer contribution / active EE | $3,436 | $987+248.2% | $2,815+22.0% | $3,128+9.9% |
| Participant deferral / active EE | $11,338 | $2,365+379.4% | $4,430+155.9% | $5,089+122.8% |
| Admin fee / account holder | $87 | $108-19.7% | $5,445-98.4% | $79+10.2% |