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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,746 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,487 |
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 | $98,198 | $46,360+111.8% | $147,617-33.5% | $52,331+87.7% |
| Participation rate | 96.5% | 64.9%+31.5pp | 84.6%+11.9pp | 68.1%+28.4pp |
| Annual return | -0.13% | 1.62%-1.8pp | 61.98%-62.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $8,469 | $2,126+298.3% | $5,565+52.2% | $1,882+350.0% |
| Participant deferral / active EE | $6,216 | $2,258+175.4% | $4,895+27.0% | $3,022+105.7% |
| Admin fee / account holder | $38 | $766-95.0% | $11,611-99.7% | $592-93.5% |