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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $26,780 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,718 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,638 |
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 | $86,954 | $55,482+56.7% | $76,051+14.3% | $77,692+11.9% |
| Participation rate | 87.9% | 63.7%+24.2pp | 69.1%+18.8pp | 70.6%+17.3pp |
| Annual return | 18.39% | 17.09%+1.3pp | 360.42%-342.0pp | 31.25%-12.9pp |
| Employer contribution / active EE | $2,281 | $1,792+27.3% | $2,690-15.2% | $2,726-16.3% |
| Participant deferral / active EE | $6,479 | $3,455+87.5% | $4,257+52.2% | $4,648+39.4% |
| Admin fee / account holder | $66 | $407-83.9% | $6,416-99.0% | $431-84.7% |