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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,088 |
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 | $59,625 | $62,543-4.7% | $83,327-28.4% | $55,725+7.0% |
| Participation rate | 98.6% | 78.4%+20.2pp | 77.8%+20.8pp | 70.9%+27.7pp |
| Annual return | -4.74% | 14.85%-19.6pp | 10.64%-15.4pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,921 | $2,427-20.9% | $3,379-43.2% | $2,078-7.6% |
| Participant deferral / active EE | $3,416 | $5,682-39.9% | $5,565-38.6% | $3,356+1.8% |
| Admin fee / account holder | $27 | $103-73.4% | $7,540-99.6% | $115-76.2% |