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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,924 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$96,061 |
Annual investment return 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 | $133,102 | $78,852+68.8% | $76,768+73.4% | $75,289+76.8% |
| Participation rate | 96.1% | 85.0%+11.1pp | 77.0%+19.1pp | 72.4%+23.7pp |
| Annual return | -5.65% | -1.29%-4.4pp | 2.43%-8.1pp | -0.04%-5.6pp |
| Employer contribution / active EE | $2,425 | $2,794-13.2% | $2,485-2.4% | $2,405+0.8% |
| Participant deferral / active EE | $9,041 | $4,800+88.4% | $3,852+134.7% | $3,739+141.8% |
| Admin fee / account holder | -$60 | $79-175.6% | $6,676-100.9% | $102-158.4% |