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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,053 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,559 |
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 | $86,801 | $49,763+74.4% | $70,565+23.0% | $74,473+16.6% |
| Participation rate | 91.2% | 64.6%+26.5pp | 68.4%+22.8pp | 70.7%+20.4pp |
| Annual return | 15.27% | 21.21%-5.9pp | 32.79%-17.5pp | 34.36%-19.1pp |
| Employer contribution / active EE | $1,004 | $1,776-43.5% | $2,976-66.3% | $2,638-62.0% |
| Participant deferral / active EE | $8,280 | $3,379+145.1% | $4,568+81.2% | $4,530+82.8% |
| Admin fee / account holder | $11 | $316-96.6% | $6,430-99.8% | $347-96.9% |