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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,423 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,304 |
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 | $19,878 | $45,382-56.2% | $154,108-87.1% | $75,289-73.6% |
| Participation rate | 85.3% | 65.9%+19.4pp | 83.0%+2.3pp | 72.4%+12.9pp |
| Annual return | -3.44% | -0.47%-3.0pp | 735.21%-738.6pp | -0.04%-3.4pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,271 | $2,384-4.7% | $5,081-55.3% | $3,739-39.3% |
| Admin fee / account holder | $12 | $89-86.1% | $13,411-99.9% | $102-87.9% |