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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,489 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,225 |
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 | $100,098 | $45,324+120.8% | $122,354-18.2% | $69,631+43.8% |
| Participation rate | 94.9% | 59.9%+35.0pp | 71.6%+23.3pp | 70.7%+24.2pp |
| Annual return | 20.70% | 25.35%-4.6pp | 30.28%-9.6pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $2,874 | $1,230+133.7% | $4,051-29.1% | $2,032+41.4% |
| Participant deferral / active EE | $8,946 | $2,367+278.0% | $3,287+172.2% | $3,224+177.5% |
| Admin fee / account holder | $11 | $87-87.6% | $5,479-99.8% | $110-90.2% |