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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-3764090 | Advisory (Plan) | $14,043 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,293 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,757 | $93,182+176.6% | $146,643+75.8% | $79,391+224.7% |
| Participation rate | 96.3% | 76.4%+19.9pp | 80.1%+16.2pp | 70.7%+25.6pp |
| Annual return | 28.02% | 21.61%+6.4pp | 22.75%+5.3pp | 116.88%-88.9pp |
| Employer contribution / active EE | $6,196 | $2,420+156.1% | $4,137+49.8% | $2,428+155.2% |
| Participant deferral / active EE | $10,019 | $4,169+140.3% | $5,506+82.0% | $4,046+147.6% |
| Admin fee / account holder | $74 | $585-87.4% | $10,280-99.3% | $627-88.3% |