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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,534 |
Service code 17 · EIN 41-1399624 | Pension Consulting | $6,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,838 |
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 | $64,520 | $74,552-13.5% | $63,005+2.4% | $69,631-7.3% |
| Participation rate | 92.8% | 78.3%+14.5pp | 74.8%+18.0pp | 70.7%+22.1pp |
| Annual return | 20.38% | 15.77%+4.6pp | 87.59%-67.2pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $2,296 | $2,929-21.6% | $2,760-16.8% | $2,032+13.0% |
| Participant deferral / active EE | $7,212 | $2,974+142.5% | $3,329+116.6% | $3,224+123.7% |
| Admin fee / account holder | $33 | $59-44.2% | $3,599-99.1% | $110-70.0% |