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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
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 | $118,905 | $129,227-8.0% | $184,260-35.5% | $77,736+53.0% |
| Participation rate | 98.0% | 87.4%+10.6pp | 86.8%+11.1pp | 70.6%+27.4pp |
| Annual return | 21.39% | 33.24%-11.9pp | 28.84%-7.5pp | 31.26%-9.9pp |
| Employer contribution / active EE | $5,435 | $4,412+23.2% | $6,427-15.4% | $2,728+99.2% |
| Participant deferral / active EE | $16,382 | $7,307+124.2% | $9,133+79.4% | $4,651+252.3% |
| Admin fee / account holder | $33 | $256-87.2% | $13,898-99.8% | $433-92.4% |