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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC FINANCIAL SERVICES2+ years Filed as: STRATEGIC FINANCIAL SERVICES, INC. Service code 27 1755 TELSTAR DRIVE · COLORADO SPRINGS, CO 80920 | Advisory (Plan) | $29,837 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $25,490 |
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 | $140,379 | $46,732+200.4% | $156,551-10.3% | $55,167+154.5% |
| Participation rate | 94.5% | 65.8%+28.7pp | 84.0%+10.5pp | 69.0%+25.5pp |
| Annual return | 8.21% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $6,994 | $2,105+232.2% | $5,501+27.1% | $1,963+256.4% |
| Participant deferral / active EE | $4,271 | $2,204+93.8% | $4,871-12.3% | $3,054+39.8% |
| Admin fee / account holder | $280 | $418-33.0% | $13,028-97.8% | $504-44.3% |