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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CIBC Service code 16 · EIN 36-3722148 | Consulting | $17,137 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,764 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,926 | $31,252+245.3% | $75,826+42.3% | $55,725+93.7% |
| Participation rate | 83.0% | 71.3%+11.7pp | 68.2%+14.8pp | 70.9%+12.2pp |
| Annual return | -5.25% | 2.84%-8.1pp | 1914.15%-1919.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,815 | $1,260+44.1% | $1,913-5.1% | $2,078-12.6% |
| Participant deferral / active EE | $6,386 | $2,258+182.8% | $2,862+123.1% | $3,356+90.3% |
| Admin fee / account holder | $74 | $91-19.6% | $4,726-98.4% | $115-36.1% |