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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,341 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,106 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $216,945 | $71,142+204.9% | $119,622+81.4% | $64,819+234.7% |
| Participation rate | 98.8% | 78.6%+20.2pp | 79.3%+19.6pp | 71.5%+27.4pp |
| Annual return | -17.32% | -10.01%-7.3pp | -14.98%-2.3pp | 32.84%-50.2pp |
| Employer contribution / active EE | $3,696 | $2,497+48.0% | $4,232-12.7% | $2,507+47.4% |
| Participant deferral / active EE | $9,870 | $4,490+119.8% | $5,601+76.2% | $4,311+129.0% |
| Admin fee / account holder | -$11 | $162-106.8% | $10,328-100.1% | $188-105.9% |