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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,007 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,686 |
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 | $70,496 | $66,601+5.8% | $92,903-24.1% | $67,579+4.3% |
| Participation rate | 89.5% | 72.5%+17.0pp | 76.0%+13.5pp | 71.3%+18.3pp |
| Annual return | 22.61% | 92.58%-70.0pp | 109.43%-86.8pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,253 | $2,775-18.8% | $3,653-38.3% | $2,148+4.9% |
| Participant deferral / active EE | $5,929 | $3,157+87.8% | $4,238+39.9% | $3,539+67.5% |
| Admin fee / account holder | $72 | $199-63.7% | $5,795-98.8% | $142-49.3% |