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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,406 | $72,303+36.1% | $86,698+13.5% | $64,819+51.8% |
| Participation rate | 51.8% | 80.4%-28.6pp | 76.6%-24.8pp | 71.5%-19.7pp |
| Annual return | -0.37% | 392.77%-393.1pp | 35.95%-36.3pp | 32.84%-33.2pp |
| Employer contribution / active EE | $2,375 | $2,393-0.8% | $2,837-16.3% | $2,507-5.3% |
| Participant deferral / active EE | $3,980 | $4,660-14.6% | $4,656-14.5% | $4,311-7.7% |
| Admin fee / account holder | $40 | $174-77.1% | $7,493-99.5% | $188-78.8% |