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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,711 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,535 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,483 |
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 | $115,149 | $92,076+25.1% | $105,608+9.0% | $77,714+48.2% |
| Participation rate | 97.2% | 81.0%+16.2pp | 75.3%+21.9pp | 70.6%+26.6pp |
| Annual return | 20.50% | 17.84%+2.7pp | 116.50%-96.0pp | 31.26%-10.8pp |
| Employer contribution / active EE | $6,572 | $3,370+95.0% | $3,167+107.5% | $2,727+141.0% |
| Participant deferral / active EE | $13,813 | $5,390+156.3% | $5,010+175.7% | $4,649+197.1% |
| Admin fee / account holder | $97 | $219-55.9% | $11,028-99.1% | $433-77.7% |