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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,458 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$22,379 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,563 | $95,417-25.0% | $135,974-47.4% | $74,460-3.9% |
| Participation rate | 94.0% | 78.2%+15.8pp | 81.9%+12.1pp | 70.7%+23.3pp |
| Annual return | 27.41% | 32.76%-5.4pp | 68.30%-40.9pp | 34.38%-7.0pp |
| Employer contribution / active EE | $1,869 | $3,878-51.8% | $4,859-61.5% | $2,638-29.2% |
| Participant deferral / active EE | $10,815 | $7,789+38.8% | $7,760+39.4% | $4,530+138.8% |
| Admin fee / account holder | -$12 | $266-104.5% | $10,767-100.1% | $348-103.4% |