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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,831 |
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 | $101,255 | $56,918+77.9% | $182,540-44.5% | $65,185+55.3% |
| Participation rate | 74.8% | 66.5%+8.3pp | 78.0%-3.2pp | 70.2%+4.6pp |
| Annual return | 22.61% | 27.67%-5.1pp | 148.58%-126.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $4,705 | $1,615+191.4% | $4,076+15.5% | $2,177+116.2% |
| Participant deferral / active EE | $3,391 | $3,526-3.8% | $5,525-38.6% | $3,514-3.5% |
| Admin fee / account holder | $50 | $531-90.5% | $8,593-99.4% | $847-94.0% |