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| Provider | Service type | Compensation |
|---|---|---|
MRA ASSOCIATES USA LLC1 year Service code 27 · EIN 27-1529830 | Advisory (Plan) | $53,965 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,173 |
MILLER KAPLAN ARASE LLP4+ years Filed as: MILLER/RUSSELL Service code 27 · EIN 27-1529830 | Advisory (Plan) | $6,677 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,111 | $43,999+54.8% | $79,467-14.3% | $55,725+22.2% |
| Participation rate | 84.0% | 66.9%+17.1pp | 73.3%+10.7pp | 70.9%+13.2pp |
| Annual return | -6.50% | 1.81%-8.3pp | 718.30%-724.8pp | 244.93%-251.4pp |
| Employer contribution / active EE | $3,836 | $1,830+109.7% | $2,800+37.0% | $2,078+84.6% |
| Participant deferral / active EE | $9,084 | $2,538+257.9% | $3,704+145.3% | $3,356+170.7% |
| Admin fee / account holder | $224 | $118+90.9% | $5,104-95.6% | $115+94.8% |