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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,704 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,007 |
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 | $163,804 | $65,118+151.6% | $76,767+113.4% | $55,725+194.0% |
| Participation rate | 70.9% | 79.6%-8.7pp | 77.0%-6.1pp | 70.9%+0.1pp |
| Annual return | 0.00% | -1.27%+1.3pp | 2.43%-2.4pp | 244.93%-244.9pp |
| Employer contribution / active EE | $1,965 | $1,941+1.2% | $2,485-21.0% | $2,078-5.5% |
| Participant deferral / active EE | $3,558 | $3,688-3.5% | $3,852-7.6% | $3,356+6.0% |
| Admin fee / account holder | $56 | $116-51.2% | $6,675-99.2% | $115-51.0% |