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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,806 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,767 |
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 | $81,873 | $51,288+59.6% | $81,982-0.1% | $73,412+11.5% |
| Participation rate | 96.0% | 64.0%+32.0pp | 69.3%+26.8pp | 72.2%+23.8pp |
| Annual return | 9.91% | 29.48%-19.6pp | 41.31%-31.4pp | 59.30%-49.4pp |
| Employer contribution / active EE | $982 | $1,487-33.9% | $2,498-60.7% | $2,234-56.0% |
| Participant deferral / active EE | $7,558 | $2,715+178.4% | $3,722+103.0% | $3,806+98.6% |
| Admin fee / account holder | $23 | $125-82.0% | $5,665-99.6% | $158-85.7% |