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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INV ADVISORS INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $9,000 |
Service code 10 · EIN 30-0510353 | Accounting | $8,147 |
Filed as: AURORA FASTPRINT, INC. Service code 49 54 E. GALENA BLVD. · AURORA, IL 60505 | Other Services | $5,403 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,059 | $241,850-92.1% | $102,437-81.4% | $200,096-90.5% |
| Participation rate | 73.5% | 78.3%-4.8pp | 74.5%-1.0pp | 72.0%+1.5pp |
| Annual return | 13.99% | 17.67%-3.7pp | 24.95%-11.0pp | 34.26%-20.3pp |
| Employer contribution / active EE | $1,360 | $4,253-68.0% | $3,871-64.9% | $3,038-55.2% |
| Participant deferral / active EE | $857 | $3,961-78.4% | $5,060-83.1% | $5,090-83.2% |
| Admin fee / account holder | $128 | $288-55.6% | $8,388-98.5% | $269-52.5% |