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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,939 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,931 |
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 | $52,633 | $55,182-4.6% | $73,309-28.2% | $55,191-4.6% |
| Participation rate | 96.6% | 73.9%+22.6pp | 74.9%+21.7pp | 69.2%+27.4pp |
| Annual return | 0.07% | 8.55%-8.5pp | 5.67%-5.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,897 | $1,935-2.0% | $3,237-41.4% | $1,899-0.1% |
| Participant deferral / active EE | $3,409 | $4,641-26.6% | $4,991-31.7% | $3,046+11.9% |
| Admin fee / account holder | $24 | $68-65.2% | $5,635-99.6% | $91-73.7% |