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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,975 |
CONRAD SIEGEL1 year Filed as: CONRAD M. SIEGEL INC. Service code 10 · EIN 23-1669823 | Accounting | $6,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,142 |
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 | $543,092 | $55,470+879.1% | $155,556+249.1% | $74,478+629.2% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 18.37% | 269.80%-251.4pp | 64.84%-46.5pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $25,460 | $2,267+1023.2% | $4,675+444.5% | $2,626+869.4% |
| Participant deferral / active EE | $14,607 | $2,838+414.7% | $5,631+159.4% | $4,350+235.8% |
| Admin fee / account holder | -$125 | $1,744-107.2% | $15,885-100.8% | $1,946-106.4% |