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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 05-2654524 | Advisory (Plan) | $513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,096 | $156,963-33.7% | $121,204-14.1% | $139,466-25.4% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 19.32% | 1476.75%-1457.4pp | 987.18%-967.9pp | 373.66%-354.3pp |
| Employer contribution / active EE | $3,037 | $5,544-45.2% | $4,170-27.2% | $4,754-36.1% |
| Participant deferral / active EE | $8,048 | $4,848+66.0% | $4,083+97.1% | $6,712+19.9% |
| Admin fee / account holder | $4 | $6,953-99.9% | $5,651-99.9% | $11,409-100.0% |