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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,954 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,524 | $47,456-48.3% | $172,753-85.8% | $77,775-68.5% |
| Participation rate | 93.7% | 66.3%+27.4pp | 82.6%+11.1pp | 73.2%+20.5pp |
| Annual return | 27.98% | 35.57%-7.6pp | 803.00%-775.0pp | 32.58%-4.6pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,652 | $2,560+3.6% | $5,198-49.0% | $3,966-33.1% |
| Admin fee / account holder | $14 | $81-82.2% | $13,956-99.9% | $100-85.6% |