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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 | $55,472+879.0% | $155,567+249.1% | $74,546+628.5% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+20.0pp | 67.2%+30.9pp |
| Annual return | 18.37% | 268.72%-250.3pp | 64.74%-46.4pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $25,460 | $2,269+1022.2% | $4,674+444.7% | $2,624+870.1% |
| Participant deferral / active EE | $14,607 | $2,838+414.7% | $5,628+159.6% | $4,347+236.0% |
| Admin fee / account holder | -$125 | $1,743-107.2% | $15,916-100.8% | $1,944-106.4% |