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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,114 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$48,375 |
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 | $51,860 | $85,635-39.4% | $123,894-58.1% | $63,975-18.9% |
| Participation rate | 94.6% | 74.9%+19.7pp | 81.4%+13.2pp | 71.1%+23.5pp |
| Annual return | 16.14% | 15.74%+0.4pp | 47.52%-31.4pp | 48.65%-32.5pp |
| Employer contribution / active EE | $1,754 | $3,076-43.0% | $4,617-62.0% | $2,182-19.6% |
| Participant deferral / active EE | $4,080 | $5,667-28.0% | $5,984-31.8% | $3,356+21.6% |
| Admin fee / account holder | -$22 | $75-129.7% | $8,357-100.3% | $70-131.6% |