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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 33-0818667 | Consulting | $51,047 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,894 |
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 | $115,128 | $122,709-6.2% | $88,497+30.1% | $57,658+99.7% |
| Participation rate | 88.3% | 89.9%-1.6pp | 82.4%+5.8pp | 70.2%+18.0pp |
| Annual return | 6.79% | 10.63%-3.8pp | 7.63%-0.8pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,441 | $4,531-46.1% | $4,036-39.5% | $1,974+23.7% |
| Participant deferral / active EE | $6,707 | $6,7040% | $4,899+36.9% | $3,061+119.2% |
| Admin fee / account holder | $190 | $93+104.6% | $6,220-97.0% | $95+100.5% |