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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,144 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,600 |
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 | $94,446 | $48,576+94.4% | $169,452-44.3% | $56,289+67.8% |
| Participation rate | 70.6% | 65.8%+4.8pp | 77.8%-7.1pp | 69.9%+0.8pp |
| Annual return | -5.52% | -2.51%-3.0pp | 1.83%-7.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $4,931 | $1,559+216.3% | $4,157+18.6% | $2,111+133.6% |
| Participant deferral / active EE | $3,138 | $3,275-4.2% | $5,277-40.5% | $3,350-6.3% |
| Admin fee / account holder | $57 | $435-86.9% | $9,110-99.4% | $521-89.1% |