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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,414 |
Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$994 |
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 | $126,174 | $36,916+241.8% | $156,551-19.4% | $57,658+118.8% |
| Participation rate | 98.0% | 63.4%+34.5pp | 84.0%+14.0pp | 70.2%+27.8pp |
| Annual return | 8.94% | 12.38%-3.4pp | 32.23%-23.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $7,544 | $1,571+380.3% | $5,501+37.1% | $1,974+282.2% |
| Participant deferral / active EE | $15,081 | $1,926+683.2% | $4,871+209.6% | $3,061+392.7% |
| Admin fee / account holder | $38 | $82-53.9% | $13,028-99.7% | $95-59.8% |