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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,265 |
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 | $76,007 | $92,897-18.2% | $90,782-16.3% | $56,287+35.0% |
| Participation rate | 97.2% | 80.7%+16.6pp | 82.7%+14.6pp | 69.9%+27.4pp |
| Annual return | 0.25% | -2.59%+2.8pp | -3.42%+3.7pp | -9.96%+10.2pp |
| Employer contribution / active EE | $5,178 | $3,871+33.7% | $4,105+26.1% | $2,111+145.3% |
| Participant deferral / active EE | $8,554 | $5,551+54.1% | $5,366+59.4% | $3,350+155.4% |
| Admin fee / account holder | $79 | $440-82.0% | $5,908-98.7% | $521-84.8% |