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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,547 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,058 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,234 | $46,423+68.5% | $75,900+3.1% | $67,582+15.8% |
| Participation rate | 95.3% | 63.1%+32.3pp | 69.3%+26.1pp | 71.3%+24.1pp |
| Annual return | 4.51% | 32.29%-27.8pp | 30.73%-26.2pp | 378.57%-374.1pp |
| Employer contribution / active EE | $952 | $1,406-32.3% | $2,501-61.9% | $2,148-55.7% |
| Participant deferral / active EE | $6,926 | $2,564+170.1% | $3,604+92.2% | $3,539+95.7% |
| Admin fee / account holder | $38 | $132-70.8% | $5,421-99.3% | $142-73.0% |