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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,513 |
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 | $78,201 | $69,305+12.8% | $82,312-5.0% | $69,631+12.3% |
| Participation rate | 91.9% | 80.3%+11.7pp | 76.9%+15.1pp | 70.7%+21.3pp |
| Annual return | 23.51% | 21.47%+2.0pp | 25.88%-2.4pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | $2,527 | $1,887+33.9% | $2,428+4.1% | $2,032+24.3% |
| Participant deferral / active EE | $5,741 | $3,568+60.9% | $3,706+54.9% | $3,224+78.1% |
| Admin fee / account holder | $12 | $97-87.3% | $5,608-99.8% | $110-88.8% |