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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$147,473 |
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 | $187,981 | $176,471+6.5% | $95,968+95.9% | $90,274+108.2% |
| Participation rate | 97.1% | 86.6%+10.5pp | 77.1%+20.0pp | 73.4%+23.7pp |
| Annual return | 23.59% | 20.15%+3.4pp | 91.65%-68.1pp | 53.97%-30.4pp |
| Employer contribution / active EE | $2,615 | $2,783-6.0% | $2,542+2.9% | $2,523+3.6% |
| Participant deferral / active EE | $9,568 | $5,325+79.7% | $4,167+129.6% | $4,231+126.2% |
| Admin fee / account holder | $25 | $154-84.0% | $6,798-99.6% | $114-78.4% |