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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,229 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,855 |
WOJESKI & COMPANY CPAS PC3 years Filed as: WOJESKI & COMPANY CPAS, P.C. Service code 10 · EIN 14-1798364 | Accounting | $11,000 |
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 | $62,521 | $65,118-4.0% | $76,768-18.6% | $55,725+12.2% |
| Participation rate | 97.3% | 79.6%+17.7pp | 77.0%+20.3pp | 70.9%+26.4pp |
| Annual return | -3.68% | -1.27%-2.4pp | 2.43%-6.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $3,317 | $1,941+70.9% | $2,485+33.5% | $2,078+59.6% |
| Participant deferral / active EE | $5,356 | $3,688+45.2% | $3,852+39.1% | $3,356+59.6% |
| Admin fee / account holder | $39 | $116-66.1% | $6,675-99.4% | $115-65.9% |