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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $28,274 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,201 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $466,394 | $99,957+366.6% | $149,751+211.4% | $73,501+534.5% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 18.55% | 53.87%-35.3pp | 276.71%-258.2pp | 28.51%-10.0pp |
| Employer contribution / active EE | $15,626 | $3,191+389.7% | $4,646+236.3% | $2,270+588.3% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $104 | $551-81.2% | $9,312-98.9% | $513-79.8% |