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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,669 |
Service code 37 · EIN 04-2647786 | Loan Processing | $794 |
Employer contribution per participant 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 | $151,911 | $80,985+87.6% | $96,576+57.3% | $75,181+102.1% |
| Participation rate | 88.6% | 71.8%+16.9pp | 76.0%+12.7pp | 67.2%+21.4pp |
| Annual return | 17.30% | 27.05%-9.8pp | 25.87%-8.6pp | 160.69%-143.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,471 | $3,929+141.1% | $4,851+95.2% | $4,126+129.6% |
| Admin fee / account holder | $67 | $6,719-99.0% | $8,253-99.2% | $5,650-98.8% |