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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,916 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,947 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,798 | $112,932+15.8% | $103,065+26.9% | $74,478+75.6% |
| Participation rate | 94.8% | 80.8%+14.0pp | 80.6%+14.2pp | 67.2%+27.5pp |
| Annual return | 15.40% | 23.24%-7.8pp | 23.95%-8.6pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $5,511 | $4,881+12.9% | $4,675+17.9% | $2,626+109.9% |
| Participant deferral / active EE | $9,863 | $7,279+35.5% | $6,625+48.9% | $4,350+126.7% |
| Admin fee / account holder | $38 | $1,707-97.8% | $9,349-99.6% | $1,946-98.0% |