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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,262 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,751 |
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 | $119,322 | $176,471-32.4% | $95,968+24.3% | $90,274+32.2% |
| Participation rate | 93.5% | 86.6%+6.9pp | 77.1%+16.4pp | 73.4%+20.2pp |
| Annual return | 24.98% | 20.15%+4.8pp | 91.65%-66.7pp | 53.97%-29.0pp |
| Employer contribution / active EE | $1,247 | $2,783-55.2% | $2,542-50.9% | $2,523-50.6% |
| Participant deferral / active EE | $6,426 | $5,325+20.7% | $4,167+54.2% | $4,231+51.9% |
| Admin fee / account holder | -$16 | $154-110.4% | $6,798-100.2% | $114-114.0% |