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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,462 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,115 |
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 | $113,105 | $63,924+76.9% | $108,582+4.2% | $55,167+105.0% |
| Participation rate | 98.3% | 74.3%+23.9pp | 79.6%+18.7pp | 69.0%+29.3pp |
| Annual return | 7.64% | 15.31%-7.7pp | -51.70%+59.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $10,207 | $1,879+443.2% | $3,758+171.6% | $1,963+420.1% |
| Participant deferral / active EE | $5,420 | $3,067+76.7% | $4,311+25.7% | $3,054+77.5% |
| Admin fee / account holder | $35 | $618-94.3% | $7,645-99.5% | $504-93.0% |