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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,997 | $52,507+0.9% | $129,406-59.0% | $74,478-28.8% |
| Participation rate | 66.1% | 53.9%+12.2pp | 69.6%-3.6pp | 67.2%-1.1pp |
| Annual return | 15.11% | 15.64%-0.5pp | 9468.18%-9453.1pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $3,051 | $1,534+98.8% | $4,155-26.6% | $2,626+16.2% |
| Participant deferral / active EE | $5,566 | $2,801+98.8% | $4,167+33.6% | $4,350+27.9% |
| Admin fee / account holder | $62 | $2,639-97.7% | $7,689-99.2% | $1,946-96.8% |