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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,819 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,456 |
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 | $80,273 | $59,186+35.6% | $76,768+4.6% | $56,287+42.6% |
| Participation rate | 95.8% | 75.2%+20.6pp | 77.0%+18.9pp | 69.9%+26.0pp |
| Annual return | -5.20% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,173 | $1,759+23.6% | $2,485-12.6% | $2,111+2.9% |
| Participant deferral / active EE | $4,010 | $3,255+23.2% | $3,852+4.1% | $3,350+19.7% |
| Admin fee / account holder | $39 | $489-92.1% | $6,675-99.4% | $521-92.6% |