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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 | $129,095-7.9% | $184,185-35.4% | $77,692+53.0% |
| Participation rate | 98.0% | 87.3%+10.6pp | 86.8%+11.1pp | 70.6%+27.4pp |
| Annual return | 21.39% | 33.29%-11.9pp | 28.81%-7.4pp | 31.25%-9.9pp |
| Employer contribution / active EE | $5,435 | $4,410+23.2% | $6,426-15.4% | $2,726+99.4% |
| Participant deferral / active EE | $16,382 | $7,300+124.4% | $9,132+79.4% | $4,648+252.4% |
| Admin fee / account holder | $33 | $256-87.2% | $13,909-99.8% | $431-92.4% |