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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,526 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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 | $57,671 | $89,652-35.7% | $141,191-59.2% | $65,185-11.5% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.5%+4.3pp | 70.2%+16.6pp |
| Annual return | 26.95% | 32.79%-5.8pp | 71.41%-44.5pp | 29.38%-2.4pp |
| Employer contribution / active EE | $1,112 | $3,065-63.7% | $4,736-76.5% | $2,177-48.9% |
| Participant deferral / active EE | $8,569 | $5,691+50.6% | $6,710+27.7% | $3,514+143.9% |
| Admin fee / account holder | $32 | $569-94.5% | $10,264-99.7% | $847-96.3% |