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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,994 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,858 | $57,921-7.0% | $84,753-36.5% | $57,658-6.6% |
| Participation rate | 84.2% | 72.9%+11.2pp | 76.6%+7.6pp | 70.2%+14.0pp |
| Annual return | 9.80% | 10.24%-0.4pp | 22.78%-13.0pp | 5.13%+4.7pp |
| Employer contribution / active EE | $1,991 | $2,598-23.4% | $3,574-44.3% | $1,974+0.9% |
| Participant deferral / active EE | $5,311 | $2,742+93.7% | $3,712+43.1% | $3,061+73.5% |
| Admin fee / account holder | $35 | $130-72.6% | $5,333-99.3% | $95-62.5% |