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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,844 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$170,230 |
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 | $208,943 | $64,612+223.4% | $86,439+141.7% | $64,814+222.4% |
| Participation rate | 75.0% | 81.5%-6.5pp | 80.3%-5.3pp | 71.5%+3.5pp |
| Annual return | -16.76% | 0.66%-17.4pp | 4395.55%-4412.3pp | 32.84%-49.6pp |
| Employer contribution / active EE | $3,086 | $2,744+12.4% | $3,769-18.1% | $2,507+23.1% |
| Participant deferral / active EE | $8,836 | $7,497+17.9% | $6,952+27.1% | $4,310+105.0% |
| Admin fee / account holder | -$227 | $169-234.5% | $6,732-103.4% | $188-221.1% |