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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,852 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,331 |
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 | $260,169 | $56,503+360.4% | $69,890+272.3% | $64,824+301.3% |
| Participation rate | 86.8% | 70.5%+16.4pp | 70.5%+16.4pp | 71.5%+15.4pp |
| Annual return | -15.63% | -13.44%-2.2pp | 190.84%-206.5pp | 32.84%-48.5pp |
| Employer contribution / active EE | $4,518 | $2,046+120.8% | $2,560+76.5% | $2,507+80.2% |
| Participant deferral / active EE | $7,549 | $3,389+122.7% | $3,848+96.1% | $4,311+75.1% |
| Admin fee / account holder | -$33 | $160-120.5% | $6,267-100.5% | $188-117.5% |