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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,099 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,497 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,249 | $103,685-22.6% | $105,387-23.9% | $65,185+23.1% |
| Participation rate | 99.3% | 83.2%+16.1pp | 82.6%+16.7pp | 70.2%+29.1pp |
| Annual return | 134.11% | 23.88%+110.2pp | 26.82%+107.3pp | 29.38%+104.7pp |
| Employer contribution / active EE | $4,785 | $3,842+24.6% | $4,213+13.6% | $2,177+119.8% |
| Participant deferral / active EE | $7,809 | $5,634+38.6% | $5,502+41.9% | $3,514+122.2% |
| Admin fee / account holder | $65 | $399-83.7% | $6,559-99.0% | $847-92.3% |