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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,539 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,076 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $46,683 | $37,884+23.2% | $79,467-41.3% | $75,289-38.0% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 72.4%+23.9pp |
| Annual return | -6.29% | 1.06%-7.3pp | 718.30%-724.6pp | -0.04%-6.2pp |
| Employer contribution / active EE | $1,470 | $1,680-12.5% | $2,800-47.5% | $2,405-38.9% |
| Participant deferral / active EE | $4,053 | $2,569+57.8% | $3,704+9.4% | $3,739+8.4% |
| Admin fee / account holder | $34 | $77-55.8% | $5,104-99.3% | $102-66.9% |