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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,673 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,498 |
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 | $81,447 | $78,781+3.4% | $100,535-19.0% | $73,412+10.9% |
| Participation rate | 99.3% | 80.0%+19.3pp | 79.4%+19.9pp | 72.2%+27.2pp |
| Annual return | 14.95% | 31.69%-16.7pp | 30.90%-15.9pp | 59.30%-44.3pp |
| Employer contribution / active EE | $2,107 | $2,420-12.9% | $3,419-38.4% | $2,234-5.7% |
| Participant deferral / active EE | $4,010 | $6,537-38.7% | $6,271-36.1% | $3,806+5.4% |
| Admin fee / account holder | $45 | $145-69.4% | $8,085-99.4% | $158-71.8% |