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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,258 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,831 |
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 | $109,189 | $65,118+67.7% | $76,767+42.2% | $55,725+95.9% |
| Participation rate | 94.8% | 79.6%+15.1pp | 77.0%+17.8pp | 70.9%+23.9pp |
| Annual return | -4.97% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $4,248 | $1,941+118.9% | $2,485+70.9% | $2,078+104.4% |
| Participant deferral / active EE | $8,433 | $3,688+128.7% | $3,852+118.9% | $3,356+151.3% |
| Admin fee / account holder | $25 | $116-78.4% | $6,675-99.6% | $115-78.3% |