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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,547 |
Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,661 | $86,655+6.9% | $119,608-22.5% | $66,930+38.4% |
| Participation rate | 91.5% | 75.6%+15.9pp | 79.3%+12.2pp | 69.8%+21.7pp |
| Annual return | -17.84% | -8.00%-9.8pp | -14.98%-2.9pp | 1.57%-19.4pp |
| Employer contribution / active EE | $5,131 | $2,536+102.3% | $4,232+21.2% | $2,545+101.6% |
| Participant deferral / active EE | $8,304 | $4,358+90.5% | $5,601+48.3% | $4,238+96.0% |
| Admin fee / account holder | $50 | $755-93.4% | $10,326-99.5% | $593-91.6% |