| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,352 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,969 |
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 | $88,313 | $48,116+83.5% | $99,489-11.2% | $77,775+13.5% |
| Participation rate | 93.7% | 60.0%+33.8pp | 73.8%+19.9pp | 73.2%+20.5pp |
| Annual return | 24.15% | 23.23%+0.9pp | 30.72%-6.6pp | 32.58%-8.4pp |
| Employer contribution / active EE | $1,052 | $1,057-0.5% | $2,541-58.6% | $2,504-58.0% |
| Participant deferral / active EE | $6,641 | $2,238+196.8% | $3,619+83.5% | $3,966+67.5% |
| Admin fee / account holder | $42 | $87-52.4% | $6,254-99.3% | $100-58.4% |