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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,213 |
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 | $76,894 | $58,320+31.8% | $86,439-11.0% | $66,923+14.9% |
| Participation rate | 98.4% | 78.6%+19.8pp | 80.3%+18.0pp | 69.8%+28.6pp |
| Annual return | -17.64% | -9.71%-7.9pp | 4395.55%-4413.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,315 | $2,615-11.5% | $3,769-38.6% | $2,545-9.0% |
| Participant deferral / active EE | $4,628 | $6,899-32.9% | $6,952-33.4% | $4,237+9.2% |
| Admin fee / account holder | -$52 | $546-109.5% | $6,732-100.8% | $593-108.7% |