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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,731 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,849 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,508 | $61,473+395.4% | $81,726+272.6% | $73,412+314.8% |
| Participation rate | 92.1% | 72.4%+19.7pp | 72.0%+20.1pp | 72.2%+19.9pp |
| Annual return | 16.05% | 28.26%-12.2pp | 29.49%-13.4pp | 59.30%-43.2pp |
| Employer contribution / active EE | $4,601 | $1,898+142.4% | $4,311+6.7% | $2,234+106.0% |
| Participant deferral / active EE | $7,127 | $3,080+131.4% | $7,108+0.3% | $3,806+87.3% |
| Admin fee / account holder | -$59 | $125-146.9% | $5,160-101.1% | $158-137.3% |