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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,419 |
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 | $109,911 | $62,132+76.9% | $185,861-40.9% | $73,497+49.5% |
| Participation rate | 77.3% | 67.8%+9.5pp | 78.0%-0.7pp | 70.7%+6.7pp |
| Annual return | 16.69% | 20.44%-3.8pp | 35.96%-19.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $5,170 | $1,681+207.5% | $4,088+26.5% | $2,270+127.8% |
| Participant deferral / active EE | $3,719 | $3,711+0.2% | $5,634-34.0% | $3,740-0.5% |
| Admin fee / account holder | $39 | $419-90.7% | $9,503-99.6% | $513-92.4% |