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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,071 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,267 |
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 | $91,381 | $69,511+31.5% | $94,672-3.5% | $71,529+27.8% |
| Participation rate | 99.2% | 78.4%+20.8pp | 80.8%+18.3pp | 67.9%+31.2pp |
| Annual return | 20.37% | 29.67%-9.3pp | 156.89%-136.5pp | 28.97%-8.6pp |
| Employer contribution / active EE | $2,304 | $2,853-19.2% | $3,673-37.3% | $2,590-11.0% |
| Participant deferral / active EE | $4,942 | $7,348-32.7% | $7,417-33.4% | $4,291+15.2% |
| Admin fee / account holder | -$62 | $1,211-105.1% | $7,222-100.9% | $1,588-103.9% |