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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,606 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,088 |
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 | $80,149 | $37,196+115.5% | $154,108-48.0% | $55,725+43.8% |
| Participation rate | 91.7% | 64.1%+27.6pp | 83.0%+8.7pp | 70.9%+20.9pp |
| Annual return | -4.72% | 1319.68%-1324.4pp | 735.21%-739.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $921 | $1,614-43.0% | $5,298-82.6% | $2,078-55.7% |
| Participant deferral / active EE | $4,595 | $2,068+122.2% | $5,081-9.6% | $3,356+36.9% |
| Admin fee / account holder | $32 | $102-68.3% | $13,411-99.8% | $115-72.0% |