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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,715 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,601 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,779 | $71,142+15.0% | $119,622-31.6% | $64,819+26.2% |
| Participation rate | 94.9% | 78.6%+16.3pp | 79.3%+15.7pp | 71.5%+23.4pp |
| Annual return | -20.81% | -10.01%-10.8pp | -14.98%-5.8pp | 32.84%-53.7pp |
| Employer contribution / active EE | $1,992 | $2,497-20.2% | $4,232-52.9% | $2,507-20.5% |
| Participant deferral / active EE | $6,873 | $4,490+53.1% | $5,601+22.7% | $4,311+59.4% |
| Admin fee / account holder | $30 | $162-81.4% | $10,328-99.7% | $188-84.0% |