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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,006 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,567 | $101,591+137.8% | $147,096+64.2% | $74,429+224.6% |
| Participation rate | 93.3% | 75.5%+17.7pp | 82.2%+11.1pp | 67.2%+26.1pp |
| Annual return | 16.04% | 8746.45%-8730.4pp | 419.75%-403.7pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $3,960 | $3,813+3.9% | $4,936-19.8% | $2,625+50.9% |
| Participant deferral / active EE | $12,471 | $7,302+70.8% | $8,071+54.5% | $4,348+186.8% |
| Admin fee / account holder | $47 | $1,750-97.3% | $13,005-99.6% | $1,944-97.6% |