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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,092 |
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 | $44,487 | $52,293-14.9% | $178,499-75.1% | $73,412-39.4% |
| Participation rate | 89.7% | 65.3%+24.4pp | 81.9%+7.8pp | 72.2%+17.5pp |
| Annual return | 21.53% | 34.75%-13.2pp | 151.10%-129.6pp | 59.30%-37.8pp |
| Employer contribution / active EE | $2,567 | $1,735+47.9% | $5,011-48.8% | $2,234+14.9% |
| Participant deferral / active EE | $5,957 | $2,332+155.4% | $5,202+14.5% | $3,806+56.5% |
| Admin fee / account holder | $0 | $127-100.0% | $13,986-100.0% | $158-100.0% |