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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,395 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,485 |
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 | $89,809 | $73,638+22.0% | $95,956-6.4% | $73,493+22.2% |
| Participation rate | 95.4% | 76.2%+19.2pp | 77.1%+18.3pp | 70.7%+24.7pp |
| Annual return | 14.09% | 16.78%-2.7pp | 91.63%-77.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,981 | $1,863+6.3% | $2,541-22.0% | $2,270-12.7% |
| Participant deferral / active EE | $4,995 | $3,617+38.1% | $4,167+19.9% | $3,740+33.6% |
| Admin fee / account holder | $45 | $482-90.6% | $6,797-99.3% | $513-91.1% |