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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 | $102,385-55.0% | $147,080-68.7% | $80,935-43.0% |
| Participation rate | 92.2% | 75.9%+16.3pp | 82.2%+10.0pp | 67.7%+24.5pp |
| Annual return | 16.41% | 135.09%-118.7pp | 420.17%-403.8pp | 35.66%-19.2pp |
| Employer contribution / active EE | $4,914 | $3,717+32.2% | $4,933-0.4% | $2,757+78.3% |
| Participant deferral / active EE | $9,653 | $6,651+45.1% | $8,066+19.7% | $4,299+124.5% |
| Admin fee / account holder | $234 | $7,951-97.1% | $12,989-98.2% | $6,924-96.6% |