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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,129 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,419 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,625 | $155,795+68.6% | $136,298+92.7% | $69,631+277.2% |
| Participation rate | 99.7% | 75.2%+24.4pp | 81.9%+17.7pp | 70.7%+29.0pp |
| Annual return | 17.01% | 232464.33%-232447.3pp | 5156.27%-5139.3pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $10,642 | $2,991+255.8% | $4,696+126.6% | $2,032+423.7% |
| Participant deferral / active EE | $8,973 | $5,394+66.4% | $6,247+43.6% | $3,224+178.3% |
| Admin fee / account holder | $50 | $128-61.1% | $9,244-99.5% | $110-54.8% |