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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,162 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$46,975 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,759 | $86,791-32.3% | $115,038-48.9% | $59,188-0.7% |
| Participation rate | 92.9% | 72.8%+20.0pp | 81.4%+11.5pp | 69.4%+23.5pp |
| Annual return | -0.77% | 4.44%-5.2pp | 26.14%-26.9pp | 5.51%-6.3pp |
| Employer contribution / active EE | $1,826 | $2,950-38.1% | $4,608-60.4% | $2,098-13.0% |
| Participant deferral / active EE | $4,013 | $5,298-24.2% | $6,026-33.4% | $3,265+22.9% |
| Admin fee / account holder | -$36 | $95-138.2% | $8,175-100.4% | $92-139.3% |