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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,950 |
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 | $64,963 | $221,442-70.7% | $92,240-29.6% | $77,958-16.7% |
| Participation rate | 96.1% | 79.6%+16.5pp | 76.5%+19.6pp | 71.6%+24.4pp |
| Annual return | 0.00% | 15.65%-15.7pp | 176.29%-176.3pp | 20.87%-20.9pp |
| Employer contribution / active EE | $1,213 | $3,226-62.4% | $3,680-67.0% | $2,310-47.5% |
| Participant deferral / active EE | $1,571 | $2,779-43.5% | $3,897-59.7% | $3,537-55.6% |
| Admin fee / account holder | $8 | $210-96.0% | $5,194-99.8% | $97-91.5% |