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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,354 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,020 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,663 | $104,497+22.2% | $159,487-20.0% | $79,389+60.8% |
| Participation rate | 90.8% | 76.6%+14.1pp | 82.8%+7.9pp | 70.7%+20.0pp |
| Annual return | 15.87% | 67.98%-52.1pp | 263.71%-247.8pp | 116.89%-101.0pp |
| Employer contribution / active EE | $6,435 | $3,418+88.3% | $4,831+33.2% | $2,428+165.1% |
| Participant deferral / active EE | $10,850 | $6,468+67.7% | $7,354+47.5% | $4,046+168.2% |
| Admin fee / account holder | $34 | $711-95.2% | $10,804-99.7% | $626-94.5% |