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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,954 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$47,875 |
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 | $60,630 | $96,458-37.1% | $136,298-55.5% | $77,958-22.2% |
| Participation rate | 91.2% | 75.4%+15.8pp | 81.9%+9.2pp | 71.6%+19.5pp |
| Annual return | 21.49% | 23.78%-2.3pp | 5156.27%-5134.8pp | 20.87%+0.6pp |
| Employer contribution / active EE | $1,671 | $3,144-46.9% | $4,696-64.4% | $2,310-27.7% |
| Participant deferral / active EE | $4,404 | $5,902-25.4% | $6,247-29.5% | $3,537+24.5% |
| Admin fee / account holder | -$11 | $80-113.5% | $9,244-100.1% | $97-111.1% |