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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,742 |
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 | $139,837 | $65,592+113.2% | $90,161+55.1% | $69,631+100.8% |
| Participation rate | 79.6% | 77.6%+2.0pp | 76.9%+2.7pp | 70.7%+8.9pp |
| Annual return | 19.93% | 57.10%-37.2pp | 34.89%-15.0pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $2,114 | $2,193-3.6% | $3,318-36.3% | $2,032+4.0% |
| Participant deferral / active EE | $7,748 | $5,257+47.4% | $5,287+46.5% | $3,224+140.4% |
| Admin fee / account holder | $7 | $86-92.3% | $5,943-99.9% | $110-94.1% |