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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,077 |
ABD RETIREMENT SERVICES INC3 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,312 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $152,294 | $37,196+309.4% | $154,111-1.2% | $55,725+173.3% |
| Participation rate | 96.5% | 64.1%+32.4pp | 83.0%+13.5pp | 70.9%+25.7pp |
| Annual return | -6.48% | 1319.68%-1326.2pp | 735.18%-741.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $9,130 | $1,614+465.7% | $5,298+72.3% | $2,078+339.3% |
| Participant deferral / active EE | $17,518 | $2,068+747.0% | $5,081+244.8% | $3,356+422.1% |
| Admin fee / account holder | $99 | $102-2.2% | $13,411-99.3% | $115-13.7% |