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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
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 | $98,520 | $86,332+14.1% | $125,180-21.3% | $65,185+51.1% |
| Participation rate | 74.0% | 75.3%-1.3pp | 79.8%-5.7pp | 70.2%+3.8pp |
| Annual return | 26.53% | 27.43%-0.9pp | 43.79%-17.3pp | 29.38%-2.9pp |
| Employer contribution / active EE | $2,741 | $2,040+34.4% | $3,866-29.1% | $2,177+25.9% |
| Participant deferral / active EE | $6,423 | $3,537+81.6% | $4,937+30.1% | $3,514+82.8% |
| Admin fee / account holder | $56 | $609-90.8% | $9,703-99.4% | $847-93.4% |