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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$138,419 |
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 | $195,594 | $69,231+182.5% | $91,994+112.6% | $67,579+189.4% |
| Participation rate | 78.5% | 78.9%-0.4pp | 78.6%-0.1pp | 71.3%+7.3pp |
| Annual return | 21.95% | 32.03%-10.1pp | 69.03%-47.1pp | 378.56%-356.6pp |
| Employer contribution / active EE | $2,798 | $2,284+22.5% | $3,452-18.9% | $2,148+30.3% |
| Participant deferral / active EE | $8,196 | $5,854+40.0% | $5,923+38.4% | $3,539+131.6% |
| Admin fee / account holder | $33 | $107-69.1% | $7,743-99.6% | $142-76.7% |