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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,009 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,953 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,712 | $59,186+2.6% | $76,768-20.9% | $56,287+7.9% |
| Participation rate | 95.4% | 75.2%+20.2pp | 77.0%+18.4pp | 69.9%+25.6pp |
| Annual return | -6.51% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,855 | $1,759+5.5% | $2,485-25.4% | $2,111-12.1% |
| Participant deferral / active EE | $4,570 | $3,255+40.4% | $3,852+18.7% | $3,350+36.4% |
| Admin fee / account holder | $41 | $489-91.6% | $6,675-99.4% | $521-92.2% |