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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,675 | $90,064-1.5% | $100,392-11.7% | $77,736+14.1% |
| Participation rate | 98.5% | 81.3%+17.2pp | 81.5%+17.0pp | 70.6%+27.9pp |
| Annual return | 17.21% | 20.61%-3.4pp | 49.45%-32.2pp | 31.26%-14.1pp |
| Employer contribution / active EE | $3,840 | $3,043+26.2% | $3,941-2.6% | $2,728+40.8% |
| Participant deferral / active EE | $16,038 | $8,282+93.7% | $8,090+98.3% | $4,651+244.9% |
| Admin fee / account holder | $56 | $172-67.3% | $7,904-99.3% | $433-87.0% |