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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 36-4001764 | Consulting | $37,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,156 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,161 | $93,351+13.7% | $62,929+68.7% | $79,634+33.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 73.1%+26.9pp | 62.5%+37.5pp |
| Annual return | 16.43% | 14.37%+2.1pp | 1063.93%-1047.5pp | 36.46%-20.0pp |
| Employer contribution / active EE | $6,634 | $3,135+111.6% | $2,505+164.9% | $2,529+162.3% |
| Participant deferral / active EE | $5,604 | $3,921+42.9% | $3,888+44.1% | $3,835+46.2% |
| Admin fee / account holder | $138 | $229-39.7% | $5,065-97.3% | $1,002-86.2% |