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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,567 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,779 |
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 | $32,745 | $85,635-61.8% | $123,894-73.6% | $63,975-48.8% |
| Participation rate | 88.1% | 74.9%+13.2pp | 81.4%+6.7pp | 71.1%+17.0pp |
| Annual return | 9.65% | 15.74%-6.1pp | 47.52%-37.9pp | 48.65%-39.0pp |
| Employer contribution / active EE | $1,219 | $3,076-60.4% | $4,617-73.6% | $2,182-44.1% |
| Participant deferral / active EE | $3,718 | $5,667-34.4% | $5,984-37.9% | $3,356+10.8% |
| Admin fee / account holder | $23 | $75-69.4% | $8,357-99.7% | $70-67.5% |