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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,098 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,898 |
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 | $106,005 | $65,083+62.9% | $143,788-26.3% | $66,930+58.4% |
| Participation rate | 96.8% | 65.2%+31.6pp | 80.3%+16.5pp | 69.8%+27.0pp |
| Annual return | -16.95% | -11.13%-5.8pp | -0.03%-16.9pp | 1.57%-18.5pp |
| Employer contribution / active EE | $546 | $2,361-76.9% | $4,952-89.0% | $2,545-78.5% |
| Participant deferral / active EE | $7,046 | $2,920+141.3% | $5,638+25.0% | $4,238+66.3% |
| Admin fee / account holder | -$98 | $502-119.5% | $14,675-100.7% | $593-116.5% |