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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,476 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,198 |
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 | $89,231 | $64,909+37.5% | $82,312+8.4% | $62,293+43.2% |
| Participation rate | 89.8% | 74.9%+15.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 19.74% | 21.18%-1.4pp | 25.88%-6.1pp | 28.90%-9.2pp |
| Employer contribution / active EE | $2,371 | $1,676+41.5% | $2,428-2.4% | $2,042+16.1% |
| Participant deferral / active EE | $4,551 | $3,103+46.7% | $3,706+22.8% | $3,169+43.6% |
| Admin fee / account holder | $59 | $440-86.6% | $5,608-98.9% | $479-87.7% |