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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $146,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $125,393 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,961 | $110,258+11.5% | $102,460+20.0% | $200,096-38.5% |
| Participation rate | 97.5% | 86.3%+11.2pp | 76.5%+21.0pp | 72.0%+25.4pp |
| Annual return | 7.66% | 35.78%-28.1pp | 29.47%-21.8pp | 34.26%-26.6pp |
| Employer contribution / active EE | $6,417 | $3,605+78.0% | $3,025+112.1% | $3,038+111.3% |
| Participant deferral / active EE | $9,255 | $6,377+45.1% | $5,056+83.0% | $5,090+81.8% |
| Admin fee / account holder | $81 | $122-33.6% | $9,460-99.1% | $269-69.9% |