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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,041 |
Service code 37 · EIN 04-2647786 | Loan Processing | $919 |
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 | $132,447 | $99,957+32.5% | $149,745-11.6% | $73,497+80.2% |
| Participation rate | 74.6% | 75.7%-1.1pp | 82.5%-7.9pp | 70.7%+3.9pp |
| Annual return | 23.47% | 53.87%-30.4pp | 276.72%-253.3pp | 28.51%-5.0pp |
| Employer contribution / active EE | $2,232 | $3,191-30.1% | $4,646-52.0% | $2,270-1.7% |
| Participant deferral / active EE | $6,102 | $6,073+0.5% | $6,843-10.8% | $3,740+63.2% |
| Admin fee / account holder | $42 | $551-92.3% | $9,312-99.5% | $513-91.8% |