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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,715 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$8,077 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,952 | $104,336-32.0% | $159,455-55.5% | $86,813-18.3% |
| Participation rate | 90.1% | 77.7%+12.4pp | 82.8%+7.3pp | 72.3%+17.8pp |
| Annual return | 28.02% | 26.32%+1.7pp | 263.63%-235.6pp | 97.93%-69.9pp |
| Employer contribution / active EE | $1,079 | $3,451-68.7% | $4,830-77.7% | $2,406-55.2% |
| Participant deferral / active EE | $8,208 | $6,837+20.0% | $7,353+11.6% | $4,131+98.7% |
| Admin fee / account holder | $9 | $172-94.7% | $10,800-99.9% | $170-94.6% |