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| Provider | Service type | Compensation |
|---|---|---|
CLSRS LLC3 years Service code 27 · EIN 61-1723537 | Advisory (Plan) | $86,980 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,052 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,788 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,344 | $75,388-0.1% | $123,552-39.0% | $55,725+35.2% |
| Participation rate | 95.7% | 75.7%+20.0pp | 82.3%+13.4pp | 70.9%+24.8pp |
| Annual return | -4.21% | 4.48%-8.7pp | 119.20%-123.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,536 | $3,063-17.2% | $4,628-45.2% | $2,078+22.0% |
| Participant deferral / active EE | $10,810 | $5,651+91.3% | $6,426+68.2% | $3,356+222.1% |
| Admin fee / account holder | $270 | $120+125.3% | $9,285-97.1% | $115+134.3% |