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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,805 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,342 | $61,214+86.8% | $83,327+37.2% | $56,289+103.1% |
| Participation rate | 68.6% | 72.6%-4.0pp | 77.8%-9.2pp | 69.9%-1.3pp |
| Annual return | -5.75% | 0.42%-6.2pp | 10.64%-16.4pp | -9.96%+4.2pp |
| Employer contribution / active EE | $982 | $1,925-49.0% | $3,379-70.9% | $2,111-53.5% |
| Participant deferral / active EE | $7,275 | $5,091+42.9% | $5,565+30.7% | $3,350+117.2% |
| Admin fee / account holder | $81 | $512-84.2% | $7,540-98.9% | $521-84.5% |