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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,188 |
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 | $102,130 | $66,444+53.7% | $120,225-15.1% | $79,634+28.2% |
| Participation rate | 94.6% | 42.8%+51.9pp | 69.6%+25.0pp | 62.5%+32.1pp |
| Annual return | 30.16% | 53.37%-23.2pp | 439.23%-409.1pp | 36.46%-6.3pp |
| Employer contribution / active EE | $8,434 | $1,860+353.3% | $3,475+142.7% | $2,529+233.5% |
| Participant deferral / active EE | $21,113 | $2,798+654.7% | $3,999+428.0% | $3,835+450.6% |
| Admin fee / account holder | $33 | $1,295-97.4% | $5,696-99.4% | $1,002-96.7% |