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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,477 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,113 |
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 | $68,958 | $101,653-32.2% | $147,080-53.1% | $74,459-7.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.24% | 8754.98%-8737.7pp | 420.17%-402.9pp | 1369.70%-1352.5pp |
| Employer contribution / active EE | $6,801 | $3,813+78.4% | $4,933+37.9% | $2,626+159.0% |
| Participant deferral / active EE | $14,851 | $7,304+103.3% | $8,066+84.1% | $4,350+241.4% |
| Admin fee / account holder | $16 | $1,752-99.1% | $12,989-99.9% | $1,945-99.2% |