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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,013 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,338 |
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 | $64,190 | $65,592-2.1% | $90,161-28.8% | $69,631-7.8% |
| Participation rate | 95.5% | 77.6%+17.9pp | 76.9%+18.6pp | 70.7%+24.8pp |
| Annual return | 16.52% | 57.10%-40.6pp | 34.89%-18.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,739 | $2,193-20.7% | $3,318-47.6% | $2,032-14.4% |
| Participant deferral / active EE | $2,968 | $5,257-43.5% | $5,287-43.9% | $3,224-7.9% |
| Admin fee / account holder | $26 | $86-70.0% | $5,943-99.6% | $110-76.8% |