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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,027 |
Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,305 | $88,324+166.4% | $115,038+104.5% | $55,191+326.3% |
| Participation rate | 83.6% | 72.5%+11.0pp | 81.4%+2.2pp | 69.2%+14.4pp |
| Annual return | 0.83% | 6.30%-5.5pp | 26.14%-25.3pp | 10.78%-10.0pp |
| Employer contribution / active EE | $8,715 | $2,805+210.7% | $4,608+89.1% | $1,899+359.0% |
| Participant deferral / active EE | $7,345 | $5,042+45.7% | $6,026+21.9% | $3,046+141.1% |
| Admin fee / account holder | $95 | $105-10.1% | $8,175-98.8% | $91+4.3% |