| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $264,306 |
Filed as: CLEAR INVESTMENT RESEARCH, LLC. Service code 27 · EIN 46-3868027 | Advisory (Plan) | $70,000 |
GREERWALKER LLP5 years Filed as: GREERWALKER Service code 10 · EIN 56-1434747 | Accounting | $15,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$105,601 |
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 | $187,679 | $130,052+44.3% | $86,717+116.4% | $77,906+140.9% |
| Participation rate | 89.9% | 85.9%+4.0pp | 76.6%+13.3pp | 73.7%+16.2pp |
| Annual return | -18.74% | -12.73%-6.0pp | 35.97%-54.7pp | 12.16%-30.9pp |
| Employer contribution / active EE | $6,619 | $3,214+106.0% | $2,837+133.3% | $2,846+132.6% |
| Participant deferral / active EE | $9,551 | $5,741+66.4% | $4,657+105.1% | $4,805+98.8% |
| Admin fee / account holder | $70 | $132-47.0% | $7,494-99.1% | $133-47.3% |