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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,973 |
Service code 10 · EIN 95-4345526 | Accounting | $11,865 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,912 |
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 | $152,985 | $78,419+95.1% | $133,971+14.2% | $73,412+108.4% |
| Participation rate | 96.7% | 78.6%+18.1pp | 79.8%+16.8pp | 72.2%+24.5pp |
| Annual return | 14.83% | 33.35%-18.5pp | 45.09%-30.3pp | 59.30%-44.5pp |
| Employer contribution / active EE | $3,736 | $2,044+82.8% | $3,919-4.7% | $2,234+67.3% |
| Participant deferral / active EE | $5,355 | $3,925+36.4% | $5,047+6.1% | $3,806+40.7% |
| Admin fee / account holder | $60 | $161-63.0% | $8,929-99.3% | $158-62.2% |