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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,687 |
WRIGHT FORD YOUNG & CO3 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,406 |
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 | $55,939 | $88,186-36.6% | $165,071-66.1% | $74,459-24.9% |
| Participation rate | 93.6% | 73.1%+20.4pp | 78.6%+15.0pp | 67.2%+26.4pp |
| Annual return | 13.14% | 17.13%-4.0pp | 70.17%-57.0pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $3,201 | $2,600+23.1% | $4,347-26.4% | $2,626+21.9% |
| Participant deferral / active EE | $5,548 | $4,505+23.2% | $6,035-8.1% | $4,350+27.6% |
| Admin fee / account holder | $145 | $2,234-93.5% | $12,695-98.9% | $1,945-92.5% |