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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,272 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,576 |
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 | $229,943 | $62,583+267.4% | $76,767+199.5% | $64,173+258.3% |
| Participation rate | 93.7% | 72.8%+20.9pp | 77.0%+16.7pp | 69.6%+24.1pp |
| Annual return | -5.83% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,599 | $1,832+205.6% | $2,485+125.3% | $2,381+135.2% |
| Participant deferral / active EE | $6,869 | $3,145+118.4% | $3,852+78.3% | $3,470+98.0% |
| Admin fee / account holder | $93 | $4,667-98.0% | $6,675-98.6% | $4,887-98.1% |