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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,062 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,344 |
GRANT THORNTON LLP3 years Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $32,780 |
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 | $42,371 | $64,311-34.1% | $110,243-61.6% | $75,289-43.7% |
| Participation rate | 95.8% | 79.3%+16.5pp | 79.8%+16.0pp | 72.4%+23.4pp |
| Annual return | -3.08% | -1.74%-1.3pp | 314.76%-317.8pp | -0.04%-3.0pp |
| Employer contribution / active EE | $1,026 | $2,404-57.3% | $3,827-73.2% | $2,405-57.3% |
| Participant deferral / active EE | $3,887 | $3,892-0.1% | $4,672-16.8% | $3,739+4.0% |
| Admin fee / account holder | $33 | $88-62.2% | $8,548-99.6% | $102-67.7% |