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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,544 | $106,230-36.4% | $147,080-54.1% | $77,736-13.1% |
| Participation rate | 72.9% | 78.4%-5.5pp | 82.2%-9.3pp | 70.6%+2.3pp |
| Annual return | 19.43% | 56.91%-37.5pp | 420.17%-400.7pp | 31.26%-11.8pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $10,194 | $8,001+27.4% | $8,066+26.4% | $4,651+119.2% |
| Admin fee / account holder | $12 | $338-96.4% | $12,989-99.9% | $433-97.2% |