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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $84,221 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,686 |
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 | $98,950 | $62,543+58.2% | $83,322+18.8% | $55,725+77.6% |
| Participation rate | 88.4% | 78.4%+10.0pp | 77.8%+10.6pp | 70.9%+17.6pp |
| Annual return | -5.88% | 14.85%-20.7pp | 10.64%-16.5pp | 244.93%-250.8pp |
| Employer contribution / active EE | $6,188 | $2,427+154.9% | $3,379+83.1% | $2,078+197.8% |
| Participant deferral / active EE | $13,188 | $5,682+132.1% | $5,565+137.0% | $3,356+293.0% |
| Admin fee / account holder | $83 | $103-19.9% | $7,540-98.9% | $115-28.3% |