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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,071 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS, INC Service code 16 · EIN 04-3046611 | Consulting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$151,793 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,392 | $130,052+21.8% | $86,717+82.7% | $77,906+103.3% |
| Participation rate | 97.4% | 85.9%+11.5pp | 76.6%+20.8pp | 73.7%+23.7pp |
| Annual return | -19.28% | -12.73%-6.6pp | 35.97%-55.3pp | 12.16%-31.4pp |
| Employer contribution / active EE | $4,118 | $3,214+28.1% | $2,837+45.1% | $2,846+44.7% |
| Participant deferral / active EE | $10,330 | $5,741+79.9% | $4,657+121.8% | $4,805+115.0% |
| Admin fee / account holder | -$60 | $132-145.6% | $7,494-100.8% | $133-145.4% |