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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,399 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$98,067 |
Form 5500 reported that benefits due were not provided when due.
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 | $160,786 | $105,173+52.9% | $87,102+84.6% | $77,775+106.7% |
| Participation rate | 97.2% | 85.8%+11.5pp | 76.9%+20.4pp | 73.2%+24.0pp |
| Annual return | 25.87% | 24.52%+1.3pp | 28.19%-2.3pp | 32.58%-6.7pp |
| Employer contribution / active EE | $2,581 | $2,890-10.7% | $2,521+2.4% | $2,504+3.1% |
| Participant deferral / active EE | $9,629 | $5,048+90.7% | $4,048+137.8% | $3,966+142.8% |
| Admin fee / account holder | $26 | $105-75.4% | $7,493-99.7% | $100-74.3% |