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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,581 |
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 | $111,361 | $65,428+70.2% | $169,390-34.3% | $71,511+55.7% |
| Participation rate | 81.4% | 66.9%+14.5pp | 77.2%+4.2pp | 67.9%+13.5pp |
| Annual return | 16.91% | 21.35%-4.4pp | 406.07%-389.2pp | 28.86%-11.9pp |
| Employer contribution / active EE | $6,269 | $2,064+203.7% | $4,013+56.2% | $2,589+142.1% |
| Participant deferral / active EE | $4,193 | $4,360-3.8% | $6,222-32.6% | $4,291-2.3% |
| Admin fee / account holder | $65 | $1,328-95.1% | $9,015-99.3% | $1,588-95.9% |