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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,549 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,533 | $59,105+87.0% | $160,009-30.9% | $66,938+65.1% |
| Participation rate | 83.2% | 68.1%+15.1pp | 78.0%+5.2pp | 69.8%+13.4pp |
| Annual return | -17.51% | -12.26%-5.3pp | 408.85%-426.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $6,122 | $1,983+208.8% | $4,225+44.9% | $2,545+140.5% |
| Participant deferral / active EE | $4,312 | $4,395-1.9% | $6,183-30.3% | $4,238+1.7% |
| Admin fee / account holder | $63 | $591-89.3% | $8,715-99.3% | $594-89.3% |