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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,831 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$277 |
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 | $81,456 | $91,517-11.0% | $101,271-19.6% | $73,412+11.0% |
| Participation rate | 91.6% | 73.8%+17.8pp | 75.8%+15.8pp | 72.2%+19.4pp |
| Annual return | 17.25% | 17.17%+0.1pp | 46.48%-29.2pp | 59.30%-42.0pp |
| Employer contribution / active EE | $1,920 | $2,877-33.3% | $3,660-47.5% | $2,234-14.0% |
| Participant deferral / active EE | $6,632 | $3,338+98.6% | $4,371+51.7% | $3,806+74.3% |
| Admin fee / account holder | $59 | $216-72.7% | $5,948-99.0% | $158-62.7% |