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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,078 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,147 |
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 | $105,070 | $71,666+46.6% | $117,861-10.9% | $69,631+50.9% |
| Participation rate | 96.7% | 77.5%+19.1pp | 79.7%+17.0pp | 70.7%+26.0pp |
| Annual return | 17.14% | 18.86%-1.7pp | 335.11%-318.0pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $3,565 | $1,889+88.7% | $3,786-5.8% | $2,032+75.4% |
| Participant deferral / active EE | $4,988 | $3,340+49.4% | $4,482+11.3% | $3,224+54.7% |
| Admin fee / account holder | $83 | $120-31.3% | $8,021-99.0% | $110-25.1% |