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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 | $101,591-32.1% | $147,096-53.1% | $74,429-7.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.24% | 8746.45%-8729.2pp | 419.75%-402.5pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $6,801 | $3,813+78.4% | $4,936+37.8% | $2,625+159.1% |
| Participant deferral / active EE | $14,851 | $7,302+103.4% | $8,071+84.0% | $4,348+241.5% |
| Admin fee / account holder | $16 | $1,750-99.1% | $13,005-99.9% | $1,944-99.2% |