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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-3764090 | Advisory (Plan) | $32,769 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,529 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,869 |
Annual investment return 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 | $188,756 | $86,341+118.6% | $125,195+50.8% | $65,186+189.6% |
| Participation rate | 96.5% | 75.3%+21.2pp | 79.8%+16.7pp | 70.2%+26.3pp |
| Annual return | 1.15% | 27.44%-26.3pp | 43.79%-42.6pp | 29.39%-28.2pp |
| Employer contribution / active EE | $6,900 | $2,040+238.3% | $3,866+78.5% | $2,177+217.0% |
| Participant deferral / active EE | $9,828 | $3,538+177.7% | $4,937+99.0% | $3,514+179.7% |
| Admin fee / account holder | $160 | $609-73.7% | $9,704-98.3% | $847-81.1% |