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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,543 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,998 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,371 | $101,672+10.5% | $147,117-23.6% | $74,478+50.9% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 15.53% | 8757.83%-8742.3pp | 420.54%-405.0pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $7,841 | $3,813+105.6% | $4,932+59.0% | $2,626+198.6% |
| Participant deferral / active EE | $7,054 | $7,305-3.4% | $8,065-12.5% | $4,350+62.2% |
| Admin fee / account holder | $117 | $1,753-93.3% | $12,993-99.1% | $1,946-94.0% |