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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,629 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,492 |
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 | $339,651 | $66,528+410.5% | $86,615+292.1% | $86,821+291.2% |
| Participation rate | 91.1% | 72.4%+18.7pp | 71.6%+19.4pp | 72.3%+18.8pp |
| Annual return | 13.85% | 19.56%-5.7pp | 63.51%-49.7pp | 97.94%-84.1pp |
| Employer contribution / active EE | $4,794 | $2,007+138.9% | $2,496+92.1% | $2,406+99.2% |
| Participant deferral / active EE | $7,829 | $3,240+141.7% | $3,699+111.6% | $4,132+89.5% |
| Admin fee / account holder | -$37 | $148-124.9% | $5,830-100.6% | $170-121.7% |