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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 | $92,186-30.3% | $105,624-39.2% | $77,762-17.4% |
| Participation rate | 79.9% | 81.0%-1.2pp | 75.3%+4.6pp | 70.6%+9.3pp |
| Annual return | 11.80% | 17.83%-6.0pp | 116.20%-104.4pp | 31.27%-19.5pp |
| Employer contribution / active EE | $1,720 | $3,376-49.0% | $3,168-45.7% | $2,728-36.9% |
| Participant deferral / active EE | $4,519 | $5,395-16.2% | $5,013-9.8% | $4,651-2.8% |
| Admin fee / account holder | $51 | $219-76.8% | $10,961-99.5% | $433-88.3% |