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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,226 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,239 | $92,076-30.2% | $105,608-39.2% | $77,714-17.3% |
| Participation rate | 79.9% | 81.0%-1.2pp | 75.3%+4.6pp | 70.6%+9.3pp |
| Annual return | 11.80% | 17.84%-6.0pp | 116.50%-104.7pp | 31.26%-19.5pp |
| Employer contribution / active EE | $1,720 | $3,370-49.0% | $3,167-45.7% | $2,727-36.9% |
| Participant deferral / active EE | $4,519 | $5,390-16.1% | $5,010-9.8% | $4,649-2.8% |
| Admin fee / account holder | $51 | $219-76.8% | $11,028-99.5% | $433-88.3% |