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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
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 | $101,185 | $73,102+38.4% | $123,553-18.1% | $56,289+79.8% |
| Participation rate | 84.5% | 74.3%+10.2pp | 82.3%+2.3pp | 69.9%+14.7pp |
| Annual return | -4.89% | 3.01%-7.9pp | 119.21%-124.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,123 | $2,977-28.7% | $4,628-54.1% | $2,111+0.6% |
| Participant deferral / active EE | $6,145 | $5,423+13.3% | $6,426-4.4% | $3,350+83.4% |
| Admin fee / account holder | $37 | $554-93.4% | $9,284-99.6% | $521-92.9% |