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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,268 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,354 | $130,294+142.0% | $170,043+85.5% | $71,511+341.0% |
| Participation rate | 98.6% | 86.2%+12.4pp | 87.0%+11.6pp | 67.9%+30.6pp |
| Annual return | 25.27% | 20.36%+4.9pp | 53.40%-28.1pp | 28.86%-3.6pp |
| Employer contribution / active EE | $6,203 | $4,385+41.5% | $6,790-8.6% | $2,589+139.6% |
| Participant deferral / active EE | $17,708 | $6,928+155.6% | $10,410+70.1% | $4,291+312.7% |
| Admin fee / account holder | $176 | $966-81.8% | $12,824-98.6% | $1,588-88.9% |