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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,227 |
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 | $132,351 | $69,159+91.4% | $125,195+5.7% | $67,582+95.8% |
| Participation rate | 95.8% | 78.2%+17.6pp | 79.8%+16.1pp | 71.3%+24.6pp |
| Annual return | 21.10% | 27.12%-6.0pp | 43.79%-22.7pp | 378.57%-357.5pp |
| Employer contribution / active EE | $3,304 | $2,023+63.3% | $3,866-14.5% | $2,148+53.8% |
| Participant deferral / active EE | $7,940 | $3,700+114.6% | $4,937+60.8% | $3,539+124.3% |
| Admin fee / account holder | $41 | $142-71.2% | $9,704-99.6% | $142-71.3% |