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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $983 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $17,625 | $66,004-73.3% | $81,820-78.5% | $77,714-77.3% |
| Participation rate | 73.4% | 65.8%+7.6pp | 72.4%+1.0pp | 70.6%+2.9pp |
| Annual return | 18.08% | 26.65%-8.6pp | 777.93%-759.8pp | 31.26%-13.2pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,915-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,912 | $3,508-17.0% | $4,323-32.6% | $4,649-37.4% |
| Admin fee / account holder | $2 | $527-99.5% | $7,391-100.0% | $433-99.5% |