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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,174 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,528 |
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 | $96,885 | $58,347+66.0% | $85,709+13.0% | $86,821+11.6% |
| Participation rate | 94.9% | 64.9%+30.0pp | 69.9%+25.1pp | 72.3%+22.6pp |
| Annual return | 21.16% | 18.43%+2.7pp | 21.49%-0.3pp | 97.94%-76.8pp |
| Employer contribution / active EE | $427 | $1,751-75.6% | $2,619-83.7% | $2,406-82.3% |
| Participant deferral / active EE | $7,873 | $3,065+156.8% | $3,924+100.7% | $4,132+90.6% |
| Admin fee / account holder | $4 | $147-97.2% | $6,876-99.9% | $170-97.5% |