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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,917 |
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 | $164,863 | $72,303+128.0% | $86,698+90.2% | $64,819+154.3% |
| Participation rate | 79.3% | 80.4%-1.1pp | 76.6%+2.7pp | 71.5%+7.8pp |
| Annual return | -15.46% | 392.77%-408.2pp | 35.95%-51.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $4,566 | $2,393+90.8% | $2,837+60.9% | $2,507+82.1% |
| Participant deferral / active EE | $8,464 | $4,660+81.6% | $4,656+81.8% | $4,311+96.3% |
| Admin fee / account holder | -$6 | $174-103.3% | $7,493-100.1% | $188-103.1% |