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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,829 |
Service code 37 · EIN 04-2647786 | Loan Processing | $116 |
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 | $91,793 | $107,378-14.5% | $108,582-15.5% | $57,658+59.2% |
| Participation rate | 95.0% | 77.1%+17.9pp | 79.6%+15.4pp | 70.2%+24.7pp |
| Annual return | 6.32% | 12.80%-6.5pp | -51.70%+58.0pp | 5.13%+1.2pp |
| Employer contribution / active EE | $3,268 | $1,782+83.4% | $3,758-13.0% | $1,974+65.6% |
| Participant deferral / active EE | $4,486 | $3,221+39.3% | $4,311+4.1% | $3,061+46.6% |
| Admin fee / account holder | $57 | $108-47.3% | $7,645-99.3% | $95-39.5% |