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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,746 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,514 |
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 | $110,035 | $55,458+98.4% | $76,030+44.7% | $77,762+41.5% |
| Participation rate | 87.1% | 63.6%+23.5pp | 69.1%+18.0pp | 70.6%+16.5pp |
| Annual return | 25.92% | 17.10%+8.8pp | 361.54%-335.6pp | 31.27%-5.3pp |
| Employer contribution / active EE | $1,053 | $1,792-41.3% | $2,688-60.8% | $2,728-61.4% |
| Participant deferral / active EE | $8,586 | $3,454+148.5% | $4,257+101.7% | $4,651+84.6% |
| Admin fee / account holder | -$1 | $411-100.2% | $6,421-100.0% | $433-100.2% |