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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,764 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,780 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,291 | $106,164+29.3% | $147,041-6.6% | $77,692+76.7% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 15.72% | 56.81%-41.1pp | 419.21%-403.5pp | 31.25%-15.5pp |
| Employer contribution / active EE | $5,078 | $4,066+24.9% | $4,935+2.9% | $2,726+86.3% |
| Participant deferral / active EE | $9,733 | $7,993+21.8% | $8,071+20.6% | $4,648+109.4% |
| Admin fee / account holder | $15 | $338-95.5% | $13,006-99.9% | $431-96.5% |