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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,800 |
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 | $99,245 | $79,519+24.8% | $95,960+3.4% | $73,412+35.2% |
| Participation rate | 97.8% | 81.2%+16.6pp | 77.1%+20.7pp | 72.2%+25.6pp |
| Annual return | 21.01% | 19.20%+1.8pp | 91.63%-70.6pp | 59.30%-38.3pp |
| Employer contribution / active EE | $4,619 | $2,048+125.5% | $2,541+81.7% | $2,234+106.8% |
| Participant deferral / active EE | $7,580 | $4,138+83.2% | $4,167+81.9% | $3,806+99.2% |
| Admin fee / account holder | $35 | $184-80.8% | $6,797-99.5% | $158-77.6% |