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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,196 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,964 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,542 | $82,163+40.6% | $125,363-7.8% | $64,814+78.3% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.2pp |
| Annual return | -13.97% | 3.49%-17.5pp | 572.15%-586.1pp | 32.84%-46.8pp |
| Employer contribution / active EE | $4,656 | $3,616+28.8% | $4,815-3.3% | $2,507+85.8% |
| Participant deferral / active EE | $9,330 | $7,175+30.0% | $7,447+25.3% | $4,310+116.5% |
| Admin fee / account holder | $14 | $163-91.7% | $10,005-99.9% | $188-92.8% |