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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,583 |
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 | $278,040 | $69,823+298.2% | $76,872+261.7% | $74,460+273.4% |
| Participation rate | 87.2% | 70.0%+17.2pp | 69.6%+17.6pp | 70.7%+16.4pp |
| Annual return | 18.26% | 19.99%-1.7pp | 37.90%-19.6pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,677 | $2,148+117.7% | $2,533+84.6% | $2,638+77.3% |
| Participant deferral / active EE | $7,961 | $3,558+123.8% | $3,832+107.7% | $4,530+75.8% |
| Admin fee / account holder | -$22 | $398-105.5% | $5,476-100.4% | $348-106.3% |