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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,039 |
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 | $95,046 | $87,125+9.1% | $108,405-12.3% | $86,821+9.5% |
| Participation rate | 99.6% | 80.5%+19.1pp | 80.1%+19.5pp | 72.3%+27.3pp |
| Annual return | 15.57% | 25.21%-9.6pp | 905.55%-890.0pp | 97.94%-82.4pp |
| Employer contribution / active EE | $2,224 | $2,477-10.2% | $3,559-37.5% | $2,406-7.6% |
| Participant deferral / active EE | $4,459 | $6,944-35.8% | $6,563-32.1% | $4,132+7.9% |
| Admin fee / account holder | -$104 | $130-179.9% | $7,297-101.4% | $170-161.3% |