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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC FINANCIAL SERVICES1+ years Filed as: STRATEGIC FINANCIAL SERVICES, INC. Service code 27 1755 TELSTAR DRIVE · COLORADO SPRINGS, CO 80920 | Advisory (Plan) | $21,178 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $20,046 |
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 | $137,589 | $46,360+196.8% | $147,617-6.8% | $52,331+162.9% |
| Participation rate | 96.1% | 64.9%+31.1pp | 84.6%+11.4pp | 68.1%+27.9pp |
| Annual return | -0.90% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $8,225 | $2,126+286.8% | $5,564+47.8% | $1,882+337.1% |
| Participant deferral / active EE | $4,917 | $2,258+117.8% | $4,895+0.5% | $3,022+62.7% |
| Admin fee / account holder | $230 | $766-69.9% | $11,612-98.0% | $592-61.1% |