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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,851 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,512 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $493,461 | $110,106+348.2% | $151,634+225.4% | $68,494+620.4% |
| Participation rate | 85.3% | 84.0%+1.4pp | 87.5%-2.2pp | 67.9%+17.4pp |
| Annual return | -20.69% | -10.24%-10.5pp | 3.32%-24.0pp | -7.86%-12.8pp |
| Employer contribution / active EE | $21,341 | $4,470+377.4% | $6,165+246.1% | $2,597+721.8% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,614-100.0% | $5,403-100.0% |