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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $208,879 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $141,910 |
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 | $357,528 | $126,111+183.5% | $142,562+150.8% | $80,187+345.9% |
| Participation rate | 97.9% | 87.5%+10.3pp | 76.8%+21.1pp | 72.9%+24.9pp |
| Annual return | 17.91% | 23.39%-5.5pp | 20.13%-2.2pp | 40.40%-22.5pp |
| Employer contribution / active EE | $9,617 | $6,430+49.6% | $4,841+98.6% | $2,980+222.8% |
| Participant deferral / active EE | $16,337 | $7,822+108.9% | $6,280+160.2% | $5,016+225.7% |
| Admin fee / account holder | $142 | $92+53.6% | $10,012-98.6% | $145-2.2% |