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| Provider | Service type | Compensation |
|---|---|---|
MRA ASSOCIATES USA LLC3 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,151 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,515 |
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 | $103,229 | $52,722+95.8% | $90,461+14.1% | $73,412+40.6% |
| Participation rate | 82.6% | 67.7%+14.9pp | 72.7%+9.9pp | 72.2%+10.4pp |
| Annual return | 16.83% | 20.70%-3.9pp | 1294.76%-1277.9pp | 59.30%-42.5pp |
| Employer contribution / active EE | $3,756 | $1,872+100.7% | $3,264+15.1% | $2,234+68.1% |
| Participant deferral / active EE | $9,109 | $2,810+224.2% | $3,964+129.8% | $3,806+139.3% |
| Admin fee / account holder | $254 | $117+117.1% | $5,617-95.5% | $158+60.6% |