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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,606 | $95,417+39.0% | $135,974-2.5% | $74,460+78.1% |
| Participation rate | 97.4% | 78.2%+19.1pp | 81.9%+15.4pp | 70.7%+26.6pp |
| Annual return | 19.54% | 32.76%-13.2pp | 68.30%-48.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $5,107 | $3,878+31.7% | $4,859+5.1% | $2,638+93.6% |
| Participant deferral / active EE | $10,002 | $7,789+28.4% | $7,760+28.9% | $4,530+120.8% |
| Admin fee / account holder | $18 | $266-93.1% | $10,767-99.8% | $348-94.7% |