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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,027 |
Service code 29 · EIN 47-1577929 | Legal | $3,575 |
RUGGIERI CONSULTING1 year Service code 16 355 LEXINGTON AVENUE 22ND · WESTBOROUGH, MA 01581 | Consulting | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,263 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,720 | $70,106-4.8% | $80,977-17.6% | $63,975+4.3% |
| Participation rate | 75.1% | 79.4%-4.3pp | 75.8%-0.7pp | 71.1%+4.0pp |
| Annual return | 8.31% | 13.93%-5.6pp | 17.11%-8.8pp | 48.65%-40.3pp |
| Employer contribution / active EE | $1,790 | $2,042-12.3% | $3,715-51.8% | $2,182-18.0% |
| Participant deferral / active EE | $5,869 | $5,245+11.9% | $5,696+3.0% | $3,356+74.9% |
| Admin fee / account holder | $18 | $57-67.9% | $5,517-99.7% | $70-74.1% |