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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,993 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,977 | $65,118-49.4% | $76,767-57.0% | $55,725-40.8% |
| Participation rate | 94.6% | 79.6%+15.0pp | 77.0%+17.6pp | 70.9%+23.7pp |
| Annual return | 8.09% | -1.27%+9.4pp | 2.43%+5.7pp | 244.93%-236.8pp |
| Employer contribution / active EE | $822 | $1,941-57.7% | $2,485-66.9% | $2,078-60.5% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $13 | $116-88.7% | $6,675-99.8% | $115-88.6% |