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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,886 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,072 | $88,137+49.8% | $164,975-19.9% | $74,429+77.4% |
| Participation rate | 94.3% | 73.1%+21.1pp | 78.6%+15.6pp | 67.2%+27.0pp |
| Annual return | 17.14% | 17.13%0pp | 70.12%-53.0pp | 1368.38%-1351.2pp |
| Employer contribution / active EE | $6,138 | $2,597+136.3% | $4,343+41.3% | $2,625+133.9% |
| Participant deferral / active EE | $10,148 | $4,501+125.5% | $6,033+68.2% | $4,348+133.4% |
| Admin fee / account holder | $70 | $2,231-96.9% | $12,688-99.5% | $1,944-96.4% |