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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,481 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,255 | $80,748+6.8% | $102,383-15.8% | $74,429+15.9% |
| Participation rate | 84.9% | 65.7%+19.2pp | 74.5%+10.4pp | 67.2%+17.7pp |
| Annual return | 13.73% | 27.57%-13.8pp | 24.94%-11.2pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $2,267 | $3,159-28.2% | $3,870-41.4% | $2,625-13.6% |
| Participant deferral / active EE | $5,638 | $3,861+46.0% | $5,060+11.4% | $4,348+29.7% |
| Admin fee / account holder | $47 | $2,371-98.0% | $8,391-99.4% | $1,944-97.6% |