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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 | $101,653+137.6% | $147,080+64.2% | $74,459+224.4% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.2%+11.1pp | 67.2%+26.0pp |
| Annual return | 16.04% | 8754.98%-8738.9pp | 420.17%-404.1pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $3,960 | $3,813+3.8% | $4,933-19.7% | $2,626+50.8% |
| Participant deferral / active EE | $12,471 | $7,304+70.7% | $8,066+54.6% | $4,350+186.7% |
| Admin fee / account holder | $47 | $1,752-97.3% | $12,989-99.6% | $1,945-97.6% |