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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,043 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,669 |
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 | $144,705 | $79,519+82.0% | $95,964+50.8% | $73,412+97.1% |
| Participation rate | 96.0% | 81.2%+14.8pp | 77.1%+18.9pp | 72.2%+23.8pp |
| Annual return | 20.34% | 19.20%+1.1pp | 91.64%-71.3pp | 59.30%-39.0pp |
| Employer contribution / active EE | $4,870 | $2,048+137.8% | $2,541+91.6% | $2,234+118.0% |
| Participant deferral / active EE | $9,543 | $4,138+130.6% | $4,167+129.0% | $3,806+150.8% |
| Admin fee / account holder | $53 | $184-71.2% | $6,797-99.2% | $158-66.4% |