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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,575 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
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 | $120,344 | $62,267+93.3% | $110,243+9.2% | $55,725+116.0% |
| Participation rate | 98.7% | 78.1%+20.5pp | 79.8%+18.8pp | 70.9%+27.8pp |
| Annual return | -5.75% | -1.07%-4.7pp | 314.76%-320.5pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,059 | $1,941+57.5% | $3,827-20.1% | $2,078+47.2% |
| Participant deferral / active EE | $8,467 | $3,516+140.8% | $4,672+81.2% | $3,356+152.3% |
| Admin fee / account holder | $41 | $121-66.1% | $8,548-99.5% | $115-64.4% |