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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,007 |
COOK STREET CONSULTING1 year Service code 16 · EIN 84-0854432 | Consulting | $37,500 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $24,260 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,385 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,858 | $50,150-40.5% | $149,723-80.1% | $80,169-62.8% |
| Participation rate | 92.5% | 64.3%+28.1pp | 78.8%+13.7pp | 72.9%+19.5pp |
| Annual return | 20.25% | 29.80%-9.6pp | 134.50%-114.2pp | 40.39%-20.1pp |
| Employer contribution / active EE | $2 | $1,868-99.9% | $4,821-100.0% | $2,978-99.9% |
| Participant deferral / active EE | $3,278 | $3,195+2.6% | $5,682-42.3% | $5,016-34.6% |
| Admin fee / account holder | $17 | $153-89.2% | $13,215-99.9% | $145-88.6% |