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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $76,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,301 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,361 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,485 | $89,093-15.3% | $102,434-26.3% | $77,736-2.9% |
| Participation rate | 79.0% | 80.9%-2.0pp | 76.5%+2.5pp | 70.6%+8.4pp |
| Annual return | 14.70% | 25.03%-10.3pp | 29.46%-14.8pp | 31.26%-16.6pp |
| Employer contribution / active EE | $4,709 | $2,699+74.4% | $3,023+55.8% | $2,728+72.6% |
| Participant deferral / active EE | $11,032 | $5,147+114.3% | $5,055+118.2% | $4,651+137.2% |
| Admin fee / account holder | $264 | $236+11.8% | $9,462-97.2% | $433-39.1% |