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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,876 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,859 | $91,372+81.5% | $130,045+27.5% | $74,460+122.7% |
| Participation rate | 91.2% | 77.8%+13.4pp | 78.5%+12.7pp | 70.7%+20.5pp |
| Annual return | 18.79% | 23.21%-4.4pp | -137.30%+156.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $4,815 | $2,563+87.8% | $4,321+11.4% | $2,638+82.5% |
| Participant deferral / active EE | $10,315 | $4,721+118.5% | $5,820+77.2% | $4,530+127.7% |
| Admin fee / account holder | $57 | $283-79.7% | $10,600-99.5% | $348-83.5% |