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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,847 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,500 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 49 · EIN 06-1053228 | Other Services | $26,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,363 |
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 | $574,497 | $82,188+599.0% | $125,401+358.1% | $64,829+786.2% |
| Participation rate | 98.0% | 77.9%+20.1pp | 82.4%+15.6pp | 71.5%+26.5pp |
| Annual return | 4.16% | 3.50%+0.7pp | 572.53%-568.4pp | 32.85%-28.7pp |
| Employer contribution / active EE | $10,570 | $3,617+192.2% | $4,816+119.5% | $2,507+321.6% |
| Participant deferral / active EE | $16,513 | $7,177+130.1% | $7,448+121.7% | $4,312+283.0% |
| Admin fee / account holder | $131 | $163-19.5% | $10,008-98.7% | $188-30.0% |