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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,432 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $32,400 |
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 | $49,400 | $67,228-26.5% | $117,861-58.1% | $77,958-36.6% |
| Participation rate | 95.1% | 79.4%+15.7pp | 79.7%+15.5pp | 71.6%+23.5pp |
| Annual return | 19.34% | 19.13%+0.2pp | 335.11%-315.8pp | 20.87%-1.5pp |
| Employer contribution / active EE | $601 | $2,211-72.8% | $3,786-84.1% | $2,310-74.0% |
| Participant deferral / active EE | $3,686 | $3,653+0.9% | $4,482-17.8% | $3,537+4.2% |
| Admin fee / account holder | $35 | $76-54.5% | $8,021-99.6% | $97-64.5% |