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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,450 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,819 | $69,231+6.6% | $91,994-19.8% | $67,582+9.2% |
| Participation rate | 99.4% | 78.9%+20.5pp | 78.6%+20.8pp | 71.3%+28.1pp |
| Annual return | 22.29% | 32.03%-9.7pp | 69.04%-46.8pp | 378.57%-356.3pp |
| Employer contribution / active EE | $2,040 | $2,284-10.7% | $3,453-40.9% | $2,148-5.0% |
| Participant deferral / active EE | $3,746 | $5,854-36.0% | $5,924-36.8% | $3,539+5.8% |
| Admin fee / account holder | $31 | $107-71.6% | $7,744-99.6% | $142-78.5% |