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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,527 |
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 | $134,157 | $113,995+17.7% | $127,803+5.0% | $77,775+72.5% |
| Participation rate | 99.4% | 85.7%+13.7pp | 79.0%+20.4pp | 73.2%+26.2pp |
| Annual return | 26.85% | 26.09%+0.8pp | 26.14%+0.7pp | 32.58%-5.7pp |
| Employer contribution / active EE | $11,030 | $6,012+83.5% | $4,576+141.1% | $2,504+340.5% |
| Participant deferral / active EE | $12,098 | $7,267+66.5% | $6,023+100.8% | $3,966+205.1% |
| Admin fee / account holder | $8 | $108-92.4% | $9,399-99.9% | $100-91.8% |