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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,371 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,926 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,807 | $91,424+11.4% | $135,942-25.1% | $71,495+42.4% |
| Participation rate | 98.1% | 75.7%+22.4pp | 81.9%+16.1pp | 67.9%+30.1pp |
| Annual return | 21.00% | 29.90%-8.9pp | 68.28%-47.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $7,947 | $3,704+114.6% | $4,858+63.6% | $2,589+206.9% |
| Participant deferral / active EE | $7,427 | $7,092+4.7% | $7,759-4.3% | $4,291+73.1% |
| Admin fee / account holder | $117 | $1,266-90.8% | $10,764-98.9% | $1,588-92.6% |