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| Provider | Service type | Compensation |
|---|---|---|
SETAWAY LLC2 years Service code 16 · EIN 45-5055797 | Consulting | $7,960 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,197 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS IN Service code 27 · EIN 04-2654524 | Advisory (Plan) | $398 |
Service code 60 | Sub-TA Fees | $0 |
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 | $168,476 | $52,967+218.1% | $172,753-2.5% | $65,186+158.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.18% | 30.12%-7.9pp | 803.00%-780.8pp | 29.39%-7.2pp |
| Employer contribution / active EE | $6,186 | $2,190+182.4% | $5,144+20.3% | $2,177+184.2% |
| Participant deferral / active EE | $5,384 | $2,471+117.9% | $5,198+3.6% | $3,514+53.2% |
| Admin fee / account holder | $126 | $472-73.3% | $13,956-99.1% | $847-85.1% |