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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,935 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,788 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,646 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,109 | $102,393-55.0% | $147,041-68.6% | $80,911-43.0% |
| Participation rate | 92.2% | 75.9%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 16.41% | 134.95%-118.5pp | 419.21%-402.8pp | 35.63%-19.2pp |
| Employer contribution / active EE | $4,914 | $3,715+32.3% | $4,935-0.4% | $2,756+78.3% |
| Participant deferral / active EE | $9,653 | $6,647+45.2% | $8,071+19.6% | $4,297+124.6% |
| Admin fee / account holder | $234 | $7,943-97.1% | $13,006-98.2% | $6,935-96.6% |