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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
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 | $110,483 | $89,652+23.2% | $141,191-21.7% | $65,185+69.5% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.5%+15.2pp | 70.2%+27.4pp |
| Annual return | 24.90% | 32.79%-7.9pp | 71.41%-46.5pp | 29.38%-4.5pp |
| Employer contribution / active EE | $3,006 | $3,065-1.9% | $4,736-36.5% | $2,177+38.1% |
| Participant deferral / active EE | $8,127 | $5,691+42.8% | $6,710+21.1% | $3,514+131.3% |
| Admin fee / account holder | $39 | $569-93.1% | $10,264-99.6% | $847-95.4% |