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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,057 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,344 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,993 | $76,696+12.1% | $96,538-10.9% | $71,529+20.2% |
| Participation rate | 94.4% | 66.6%+27.8pp | 74.3%+20.0pp | 67.9%+26.4pp |
| Annual return | 3.14% | 48.32%-45.2pp | 35.74%-32.6pp | 28.97%-25.8pp |
| Employer contribution / active EE | $2,384 | $3,032-21.3% | $3,740-36.2% | $2,590-7.9% |
| Participant deferral / active EE | $6,381 | $3,770+69.2% | $4,880+30.7% | $4,291+48.7% |
| Admin fee / account holder | $68 | $2,030-96.7% | $6,737-99.0% | $1,588-95.7% |