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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,861 | $55,122+8.6% | $104,639-42.8% | $73,497-18.6% |
| Participation rate | 58.7% | 67.7%-9.1pp | 74.1%-15.4pp | 70.7%-12.0pp |
| Annual return | 15.97% | 24.77%-8.8pp | 340.67%-324.7pp | 28.51%-12.5pp |
| Employer contribution / active EE | $3,267 | $1,464+123.1% | $2,682+21.8% | $2,270+43.9% |
| Participant deferral / active EE | $5,104 | $2,919+74.8% | $3,738+36.5% | $3,740+36.5% |
| Admin fee / account holder | $104 | $423-75.5% | $6,465-98.4% | $513-79.8% |