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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,689 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,263 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,184 | $76,774-17.7% | $112,258-43.7% | $77,906-18.9% |
| Participation rate | 94.2% | 80.2%+14.0pp | 75.1%+19.1pp | 73.7%+20.5pp |
| Annual return | -16.98% | -10.25%-6.7pp | 27.47%-44.4pp | 12.16%-29.1pp |
| Employer contribution / active EE | $2,822 | $3,977-29.0% | $3,636-22.4% | $2,846-0.9% |
| Participant deferral / active EE | $7,557 | $3,778+100.0% | $4,728+59.8% | $4,805+57.3% |
| Admin fee / account holder | $32 | $239-86.6% | $6,411-99.5% | $133-75.9% |