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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,748 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,178 |
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 | $101,970 | $57,108+78.6% | $94,224+8.2% | $52,331+94.9% |
| Participation rate | 97.8% | 72.9%+24.9pp | 78.8%+19.0pp | 68.1%+29.7pp |
| Annual return | -0.61% | 1.47%-2.1pp | 10.68%-11.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $9,737 | $1,735+461.1% | $3,587+171.5% | $1,882+417.5% |
| Participant deferral / active EE | $5,201 | $3,040+71.1% | $4,320+20.4% | $3,022+72.1% |
| Admin fee / account holder | $33 | $546-93.9% | $6,269-99.5% | $592-94.4% |