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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,782 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,825 |
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 | $33,932 | $72,303-53.1% | $86,691-60.9% | $64,814-47.6% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.6%+17.5pp | 71.5%+22.7pp |
| Annual return | -14.86% | 392.77%-407.6pp | 35.94%-50.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $999 | $2,393-58.3% | $2,837-64.8% | $2,507-60.2% |
| Participant deferral / active EE | $3,660 | $4,660-21.4% | $4,656-21.4% | $4,310-15.1% |
| Admin fee / account holder | $27 | $174-84.7% | $7,492-99.6% | $188-85.8% |