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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,570 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,494 |
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 | $61,315 | $39,819+54.0% | $67,834-9.6% | $57,658+6.3% |
| Participation rate | 97.5% | 61.2%+36.2pp | 68.8%+28.7pp | 70.2%+27.2pp |
| Annual return | 11.01% | 9.19%+1.8pp | 138.47%-127.5pp | 5.13%+5.9pp |
| Employer contribution / active EE | $2,111 | $1,277+65.4% | $2,403-12.1% | $1,974+7.0% |
| Participant deferral / active EE | $6,602 | $2,209+198.8% | $3,160+108.9% | $3,061+115.7% |
| Admin fee / account holder | $9 | $84-89.5% | $4,622-99.8% | $95-90.7% |