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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | $788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,220 | $54,045+118.7% | $115,167+2.7% | $65,186+81.4% |
| Participation rate | 37.6% | 63.5%-25.9pp | 75.9%-38.3pp | 70.2%-32.6pp |
| Annual return | 24.29% | 26.55%-2.3pp | 35.60%-11.3pp | 29.39%-5.1pp |
| Employer contribution / active EE | $465 | $1,653-71.8% | $3,179-85.4% | $2,177-78.6% |
| Participant deferral / active EE | $1,888 | $2,504-24.6% | $4,169-54.7% | $3,514-46.3% |
| Admin fee / account holder | $71 | $626-88.6% | $7,089-99.0% | $847-91.6% |