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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,139 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,200 |
Employer contribution per participant 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 | $85,817 | $82,163+4.4% | $125,381-31.6% | $64,819+32.4% |
| Participation rate | 89.5% | 77.9%+11.6pp | 82.4%+7.1pp | 71.5%+18.0pp |
| Annual return | -16.86% | 3.49%-20.3pp | 572.31%-589.2pp | 32.84%-49.7pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $13,822 | $7,175+92.7% | $7,448+85.6% | $4,311+220.6% |
| Admin fee / account holder | $27 | $163-83.6% | $10,007-99.7% | $188-85.7% |