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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-1903885 | Advisory (Plan) | $21,931 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,877 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,471 |
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 | $59,430 | $59,186+0.4% | $76,768-22.6% | $56,287+5.6% |
| Participation rate | 96.8% | 75.2%+21.6pp | 77.0%+19.8pp | 69.9%+26.9pp |
| Annual return | -3.89% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $5,077 | $1,759+188.7% | $2,485+104.3% | $2,111+140.5% |
| Participant deferral / active EE | $3,978 | $3,255+22.2% | $3,852+3.3% | $3,350+18.7% |
| Admin fee / account holder | $270 | $489-44.7% | $6,675-96.0% | $521-48.1% |