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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,402 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $103,464 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,749 | $139,767+184.6% | $153,500+159.1% | $199,921+99.0% |
| Participation rate | 98.5% | 85.1%+13.4pp | 77.1%+21.4pp | 72.0%+26.5pp |
| Annual return | 15.70% | 20.59%-4.9pp | 15.70%0pp | 34.28%-18.6pp |
| Employer contribution / active EE | $12,311 | $6,517+88.9% | $5,039+144.3% | $3,035+305.6% |
| Participant deferral / active EE | $20,215 | $8,055+151.0% | $6,756+199.2% | $5,089+297.3% |
| Admin fee / account holder | $132 | $98+35.4% | $12,736-99.0% | $269-50.8% |