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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,315 |
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 | $106,336 | $82,978+28.1% | $130,231-18.3% | $74,460+42.8% |
| Participation rate | 97.7% | 73.7%+24.1pp | 76.3%+21.4pp | 70.7%+27.0pp |
| Annual return | 19.45% | 123.05%-103.6pp | 38.86%-19.4pp | 34.38%-14.9pp |
| Employer contribution / active EE | $4,038 | $3,391+19.0% | $4,126-2.1% | $2,638+53.0% |
| Participant deferral / active EE | $8,849 | $5,370+64.8% | $6,799+30.2% | $4,530+95.3% |
| Admin fee / account holder | $41 | $354-88.4% | $6,020-99.3% | $348-88.2% |