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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 | $55,446+879.5% | $155,574+249.1% | $74,429+629.7% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 18.37% | 269.20%-250.8pp | 64.87%-46.5pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $25,460 | $2,266+1023.5% | $4,676+444.5% | $2,625+870.0% |
| Participant deferral / active EE | $14,607 | $2,836+415.1% | $5,629+159.5% | $4,348+235.9% |
| Admin fee / account holder | -$125 | $1,743-107.2% | $15,914-100.8% | $1,944-106.4% |