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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$138,155 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,764 | $99,201+77.2% | $96,544+82.1% | $74,473+136.0% |
| Participation rate | 95.9% | 80.7%+15.2pp | 76.0%+19.9pp | 70.7%+25.1pp |
| Annual return | 22.47% | 22.40%+0.1pp | 25.88%-3.4pp | 34.36%-11.9pp |
| Employer contribution / active EE | $9,114 | $2,570+254.6% | $2,966+207.3% | $2,638+245.5% |
| Participant deferral / active EE | $20,643 | $4,938+318.1% | $4,851+325.5% | $4,530+355.7% |
| Admin fee / account holder | -$270 | $225-219.9% | $8,254-103.3% | $347-177.7% |