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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,815 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $32,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,719 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,246 | $61,125-27.6% | $108,582-59.3% | $63,975-30.8% |
| Participation rate | 94.0% | 80.5%+13.5pp | 79.6%+14.5pp | 71.1%+22.9pp |
| Annual return | 9.10% | 14.06%-5.0pp | -51.70%+60.8pp | 48.65%-39.5pp |
| Employer contribution / active EE | $602 | $2,237-73.1% | $3,758-84.0% | $2,182-72.4% |
| Participant deferral / active EE | $3,451 | $3,574-3.4% | $4,311-19.9% | $3,356+2.8% |
| Admin fee / account holder | $31 | $72-57.4% | $7,645-99.6% | $70-56.5% |