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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,622 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,624 | $75,388-46.1% | $123,553-67.1% | $55,725-27.1% |
| Participation rate | 95.6% | 75.7%+20.0pp | 82.3%+13.3pp | 70.9%+24.8pp |
| Annual return | -1.86% | 4.48%-6.3pp | 119.21%-121.1pp | 244.93%-246.8pp |
| Employer contribution / active EE | $2,584 | $3,063-15.6% | $4,628-44.2% | $2,078+24.4% |
| Participant deferral / active EE | $7,857 | $5,651+39.0% | $6,426+22.3% | $3,356+134.1% |
| Admin fee / account holder | $148 | $120+23.8% | $9,284-98.4% | $115+28.8% |