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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,752 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,230 | $80,748+6.8% | $102,383-15.8% | $74,429+15.9% |
| Participation rate | 88.2% | 65.7%+22.5pp | 74.5%+13.7pp | 67.2%+21.0pp |
| Annual return | 14.24% | 27.57%-13.3pp | 24.94%-10.7pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $4,387 | $3,159+38.9% | $3,870+13.4% | $2,625+67.1% |
| Participant deferral / active EE | $11,450 | $3,861+196.6% | $5,060+126.3% | $4,348+163.3% |
| Admin fee / account holder | $290 | $2,371-87.8% | $8,391-96.5% | $1,944-85.1% |