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| Provider | Service type | Compensation |
|---|---|---|
MRA ASSOCIATES USA LLC2 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,595 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,577 |
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 | $85,963 | $54,237+58.5% | $90,304-4.8% | $67,579+27.2% |
| Participation rate | 84.6% | 68.6%+16.0pp | 73.3%+11.3pp | 71.3%+13.3pp |
| Annual return | 25.41% | 37.27%-11.9pp | 78.13%-52.7pp | 378.56%-353.1pp |
| Employer contribution / active EE | $3,713 | $1,846+101.2% | $2,855+30.1% | $2,148+72.9% |
| Participant deferral / active EE | $8,830 | $2,625+236.4% | $3,885+127.3% | $3,539+149.5% |
| Admin fee / account holder | $224 | $123+81.3% | $5,354-95.8% | $142+57.2% |