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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,649 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,346 |
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 | $82,811 | $127,481-35.0% | $149,730-44.7% | $90,274-8.3% |
| Participation rate | 90.9% | 78.2%+12.7pp | 82.5%+8.4pp | 73.4%+17.6pp |
| Annual return | 18.39% | 57.78%-39.4pp | 276.70%-258.3pp | 53.97%-35.6pp |
| Employer contribution / active EE | $1,630 | $3,448-52.7% | $4,645-64.9% | $2,523-35.4% |
| Participant deferral / active EE | $5,070 | $6,975-27.3% | $6,843-25.9% | $4,231+19.8% |
| Admin fee / account holder | $18 | $152-88.4% | $9,310-99.8% | $114-84.5% |