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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,210 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,630 |
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 | $71,776 | $99,168-27.6% | $96,534-25.6% | $74,460-3.6% |
| Participation rate | 97.0% | 80.7%+16.3pp | 76.0%+21.0pp | 70.7%+26.2pp |
| Annual return | 47.70% | 22.40%+25.3pp | 25.88%+21.8pp | 34.38%+13.3pp |
| Employer contribution / active EE | $3,912 | $2,570+52.2% | $2,965+31.9% | $2,638+48.3% |
| Participant deferral / active EE | $11,057 | $4,936+124.0% | $4,851+127.9% | $4,530+144.1% |
| Admin fee / account holder | $32 | $225-85.8% | $8,253-99.6% | $348-90.8% |