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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $594 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,543 | $82,674-15.9% | $125,381-44.5% | $68,486+1.5% |
| Participation rate | 93.6% | 75.1%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -16.53% | -5.97%-10.6pp | 572.31%-588.8pp | -7.85%-8.7pp |
| Employer contribution / active EE | $6,888 | $3,382+103.7% | $4,815+43.0% | $2,597+165.3% |
| Participant deferral / active EE | $14,269 | $6,111+133.5% | $7,448+91.6% | $4,028+254.3% |
| Admin fee / account holder | $39 | $6,277-99.4% | $10,007-99.6% | $5,404-99.3% |