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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 | $101,591+10.6% | $147,096-23.6% | $74,429+51.0% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 15.53% | 8746.45%-8730.9pp | 419.75%-404.2pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $7,841 | $3,813+105.7% | $4,936+58.9% | $2,625+198.7% |
| Participant deferral / active EE | $7,054 | $7,302-3.4% | $8,071-12.6% | $4,348+62.2% |
| Admin fee / account holder | $117 | $1,750-93.3% | $13,005-99.1% | $1,944-94.0% |