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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,840 | $54,121+141.8% | $134,162-2.5% | $73,412+78.2% |
| Participation rate | 96.4% | 64.4%+32.1pp | 72.2%+24.2pp | 72.2%+24.3pp |
| Annual return | 20.10% | -312.52%+332.6pp | 36.35%-16.2pp | 59.30%-39.2pp |
| Employer contribution / active EE | $3,622 | $1,402+158.4% | $3,705-2.2% | $2,234+62.1% |
| Participant deferral / active EE | $10,508 | $2,844+269.5% | $3,500+200.3% | $3,806+176.1% |
| Admin fee / account holder | $39 | $132-70.7% | $6,685-99.4% | $158-75.4% |