| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $838,403 |
Service code 37 · EIN 04-2647786 | Loan Processing | $677,188 |
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 | $136,243 | $141,418-3.7% | $94,677+43.9% | $96,393+41.3% |
| Participation rate | 98.1% | 86.8%+11.3pp | 80.8%+17.3pp | 71.3%+26.8pp |
| Annual return | 22.76% | 21.96%+0.8pp | 156.95%-134.2pp | 22.88%-0.1pp |
| Employer contribution / active EE | $5,329 | $4,361+22.2% | $3,673+45.1% | $3,239+64.6% |
| Participant deferral / active EE | $19,528 | $10,695+82.6% | $7,418+163.3% | $5,455+258.0% |
| Admin fee / account holder | $27 | $82-66.8% | $7,222-99.6% | $74-62.9% |