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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,280 |
Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $13,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,244 |
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 | $88,898 | $39,898+122.8% | $121,220-26.7% | $55,725+59.5% |
| Participation rate | 94.0% | 61.2%+32.7pp | 71.8%+22.2pp | 70.9%+23.1pp |
| Annual return | -6.16% | -0.96%-5.2pp | 16.94%-23.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $3,056 | $1,295+136.0% | $4,023-24.0% | $2,078+47.0% |
| Participant deferral / active EE | $8,804 | $2,439+261.0% | $3,345+163.2% | $3,356+162.4% |
| Admin fee / account holder | $40 | $95-57.8% | $5,021-99.2% | $115-65.1% |