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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 | $113,016+15.7% | $103,447+26.4% | $74,429+75.7% |
| Participation rate | 94.8% | 80.8%+14.0pp | 80.5%+14.2pp | 67.2%+27.6pp |
| Annual return | 15.40% | 23.24%-7.8pp | 23.92%-8.5pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $5,511 | $4,881+12.9% | $4,678+17.8% | $2,625+110.0% |
| Participant deferral / active EE | $9,863 | $7,279+35.5% | $6,624+48.9% | $4,348+126.8% |
| Admin fee / account holder | $38 | $1,709-97.8% | $9,415-99.6% | $1,944-98.0% |