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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $284,489 |
Service code 37 · EIN 04-2647786 | Loan Processing | $252,556 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $79,933 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 16 · EIN 13-5381590 | Consulting | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,560 | $81,719+1.0% | $101,275-18.5% | $90,274-8.5% |
| Participation rate | 89.4% | 80.7%+8.7pp | 75.8%+13.6pp | 73.4%+16.1pp |
| Annual return | 18.53% | 337.64%-319.1pp | 46.46%-27.9pp | 53.97%-35.4pp |
| Employer contribution / active EE | $1,913 | $3,622-47.2% | $3,660-47.7% | $2,523-24.2% |
| Participant deferral / active EE | $5,114 | $3,310+54.5% | $4,370+17.0% | $4,231+20.9% |
| Admin fee / account holder | $175 | $162+8.1% | $5,948-97.1% | $114+53.5% |