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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,134 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
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 | $109,560 | $81,474+34.5% | $133,971-18.2% | $73,493+49.1% |
| Participation rate | 83.7% | 76.4%+7.4pp | 79.8%+3.9pp | 70.7%+13.0pp |
| Annual return | 19.83% | 19.40%+0.4pp | 45.09%-25.3pp | 28.51%-8.7pp |
| Employer contribution / active EE | $3,450 | $2,209+56.2% | $3,919-12.0% | $2,270+52.0% |
| Participant deferral / active EE | $7,742 | $3,786+104.5% | $5,047+53.4% | $3,740+107.0% |
| Admin fee / account holder | $45 | $713-93.6% | $8,929-99.5% | $513-91.2% |