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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,629 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,875 | $69,823+23.0% | $76,902+11.7% | $74,473+15.3% |
| Participation rate | 92.4% | 70.0%+22.4pp | 69.6%+22.8pp | 70.7%+21.6pp |
| Annual return | 17.64% | 19.99%-2.3pp | 37.91%-20.3pp | 34.36%-16.7pp |
| Employer contribution / active EE | $2,787 | $2,148+29.8% | $2,534+10.0% | $2,638+5.6% |
| Participant deferral / active EE | $5,286 | $3,558+48.6% | $3,833+37.9% | $4,530+16.7% |
| Admin fee / account holder | $50 | $398-87.4% | $5,479-99.1% | $347-85.6% |