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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,907 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,521 | $78,781+45.4% | $100,535+13.9% | $73,412+56.0% |
| Participation rate | 93.8% | 80.0%+13.7pp | 79.4%+14.4pp | 72.2%+21.6pp |
| Annual return | 19.01% | 31.69%-12.7pp | 30.90%-11.9pp | 59.30%-40.3pp |
| Employer contribution / active EE | $1,462 | $2,420-39.6% | $3,419-57.2% | $2,234-34.5% |
| Participant deferral / active EE | $5,532 | $6,537-15.4% | $6,271-11.8% | $3,806+45.3% |
| Admin fee / account holder | $29 | $145-80.2% | $8,085-99.6% | $158-81.7% |