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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,253 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$109,307 |
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 | $222,189 | $78,781+182.0% | $100,528+121.0% | $73,412+202.7% |
| Participation rate | 78.3% | 80.0%-1.7pp | 79.4%-1.1pp | 72.2%+6.2pp |
| Annual return | 16.76% | 31.69%-14.9pp | 30.90%-14.1pp | 59.30%-42.5pp |
| Employer contribution / active EE | $2,780 | $2,420+14.9% | $3,419-18.7% | $2,234+24.5% |
| Participant deferral / active EE | $8,011 | $6,537+22.5% | $6,271+27.7% | $3,806+110.5% |
| Admin fee / account holder | $28 | $145-80.8% | $8,084-99.7% | $158-82.3% |