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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,057 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,913 |
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 | $137,226 | $72,486+89.3% | $87,103+57.5% | $72,976+88.0% |
| Participation rate | 92.6% | 72.8%+19.7pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 21.30% | 24.46%-3.2pp | 28.19%-6.9pp | 81.02%-59.7pp |
| Employer contribution / active EE | $2,739 | $1,894+44.6% | $2,521+8.6% | $2,440+12.3% |
| Participant deferral / active EE | $5,892 | $3,270+80.2% | $4,049+45.5% | $3,608+63.3% |
| Admin fee / account holder | $66 | $5,055-98.7% | $7,491-99.1% | $5,124-98.7% |