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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $26,325 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,763 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,744 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,725 | $44,764+42.4% | $68,808-7.4% | $64,819-1.7% |
| Participation rate | 94.8% | 64.8%+30.1pp | 69.0%+25.8pp | 71.5%+23.4pp |
| Annual return | -15.10% | -10.91%-4.2pp | -6.37%-8.7pp | 32.84%-47.9pp |
| Employer contribution / active EE | $2,733 | $1,775+54.0% | $2,656+2.9% | $2,507+9.0% |
| Participant deferral / active EE | $7,359 | $3,238+127.3% | $3,942+86.7% | $4,311+70.7% |
| Admin fee / account holder | $113 | $151-25.2% | $4,936-97.7% | $188-39.7% |