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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,640 |
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 | $54,256 | $79,519-31.8% | $95,964-43.5% | $73,412-26.1% |
| Participation rate | 55.2% | 81.2%-25.9pp | 77.1%-21.8pp | 72.2%-16.9pp |
| Annual return | 20.41% | 19.20%+1.2pp | 91.64%-71.2pp | 59.30%-38.9pp |
| Employer contribution / active EE | $2,141 | $2,048+4.6% | $2,541-15.8% | $2,234-4.2% |
| Participant deferral / active EE | $4,487 | $4,138+8.4% | $4,167+7.7% | $3,806+17.9% |
| Admin fee / account holder | $31 | $184-83.0% | $6,797-99.5% | $158-80.1% |