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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,174 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,205 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $19,540 | $44,989-56.6% | $170,435-88.5% | $77,958-74.9% |
| Participation rate | 88.8% | 64.6%+24.2pp | 83.6%+5.2pp | 71.6%+17.2pp |
| Annual return | 19.63% | 19.61%0pp | 205.94%-186.3pp | 20.87%-1.2pp |
| Employer contribution / active EE | $2 | $1,466-99.9% | $5,432-100.0% | $2,310-99.9% |
| Participant deferral / active EE | $2,177 | $2,208-1.4% | $4,939-55.9% | $3,537-38.4% |
| Admin fee / account holder | $12 | $69-83.3% | $13,881-99.9% | $97-88.1% |