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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,936 |
Filed as: ELLINGSON&ELLINGSON, LTD. Service code 17 · EIN 41-1399624 | Pension Consulting | $6,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,431 |
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 | $53,107 | $68,408-22.4% | $57,196-7.1% | $57,658-7.9% |
| Participation rate | 90.2% | 79.1%+11.1pp | 75.3%+14.9pp | 70.2%+20.0pp |
| Annual return | 10.12% | 8.51%+1.6pp | 14.59%-4.5pp | 5.13%+5.0pp |
| Employer contribution / active EE | $2,010 | $2,869-30.0% | $2,683-25.1% | $1,974+1.8% |
| Participant deferral / active EE | $6,533 | $2,903+125.0% | $3,096+111.0% | $3,061+113.5% |
| Admin fee / account holder | $25 | $70-64.4% | $3,141-99.2% | $95-73.8% |