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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,166 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $21,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,546 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,991 | $185,342+94.8% | $111,319+224.3% | $86,828+315.8% |
| Participation rate | 79.3% | 81.0%-1.7pp | 77.3%+1.9pp | 72.3%+7.0pp |
| Annual return | 16.11% | 500.80%-484.7pp | 54.68%-38.6pp | 97.95%-81.8pp |
| Employer contribution / active EE | $6,715 | $2,246+198.9% | $2,732+145.8% | $2,406+179.1% |
| Participant deferral / active EE | $11,452 | $4,458+156.9% | $4,488+155.2% | $4,132+177.1% |
| Admin fee / account holder | -$21 | $255-108.3% | $7,966-100.3% | $170-112.5% |