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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,309 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$37,161 |
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 | $213,645 | $78,419+172.4% | $133,959+59.5% | $73,412+191.0% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.8%+19.5pp | 72.2%+27.2pp |
| Annual return | 37.21% | 33.35%+3.9pp | 45.09%-7.9pp | 59.30%-22.1pp |
| Employer contribution / active EE | $3,491 | $2,044+70.8% | $3,919-10.9% | $2,234+56.3% |
| Participant deferral / active EE | $9,451 | $3,925+140.8% | $5,047+87.2% | $3,806+148.3% |
| Admin fee / account holder | $250 | $161+54.9% | $8,928-97.2% | $158+58.2% |