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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,595 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,025 |
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 | $49,516 | $100,801-50.9% | $149,730-66.9% | $73,412-32.6% |
| Participation rate | 92.1% | 77.7%+14.4pp | 82.5%+9.6pp | 72.2%+19.9pp |
| Annual return | 16.70% | 265.34%-248.6pp | 276.70%-260.0pp | 59.30%-42.6pp |
| Employer contribution / active EE | $3,136 | $3,312-5.3% | $4,645-32.5% | $2,234+40.4% |
| Participant deferral / active EE | $5,721 | $6,404-10.7% | $6,843-16.4% | $3,806+50.3% |
| Admin fee / account holder | $14 | $181-92.5% | $9,310-99.9% | $158-91.4% |