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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,932 |
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 | $87,585 | $99,168-11.7% | $96,576-9.3% | $74,440+17.7% |
| Participation rate | 97.9% | 80.7%+17.3pp | 76.0%+22.0pp | 70.7%+27.2pp |
| Annual return | 19.69% | 22.40%-2.7pp | 25.87%-6.2pp | 34.37%-14.7pp |
| Employer contribution / active EE | $3,541 | $2,570+37.8% | $2,965+19.4% | $2,638+34.2% |
| Participant deferral / active EE | $8,054 | $4,936+63.2% | $4,851+66.0% | $4,529+77.8% |
| Admin fee / account holder | $99 | $225-56.2% | $8,253-98.8% | $348-71.7% |