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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,666 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$257,073 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,238 | $144,879+43.0% | $111,319+86.2% | $93,010+122.8% |
| Participation rate | 97.4% | 86.1%+11.3pp | 77.3%+20.1pp | 73.9%+23.5pp |
| Annual return | 18.18% | 18.11%+0.1pp | 54.68%-36.5pp | 158.70%-140.5pp |
| Employer contribution / active EE | $2,791 | $3,052-8.6% | $2,732+2.2% | $2,705+3.2% |
| Participant deferral / active EE | $10,546 | $5,576+89.1% | $4,488+135.0% | $4,561+131.2% |
| Admin fee / account holder | -$142 | $104-237.3% | $7,966-101.8% | $152-193.7% |