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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,435 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,156 |
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 | $167,839 | $65,223+157.3% | $80,022+109.7% | $55,727+201.2% |
| Participation rate | 96.1% | 80.6%+15.6pp | 75.8%+20.3pp | 70.9%+25.3pp |
| Annual return | -4.63% | 7.59%-12.2pp | 11.22%-15.9pp | 244.94%-249.6pp |
| Employer contribution / active EE | $13,151 | $2,544+417.0% | $2,468+432.9% | $2,078+532.8% |
| Participant deferral / active EE | $9,311 | $3,881+139.9% | $3,686+152.6% | $3,356+177.5% |
| Admin fee / account holder | -$29 | $114-125.0% | $6,521-100.4% | $115-124.7% |