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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,800 | $89,282+33.1% | $94,664+25.5% | $74,460+59.5% |
| Participation rate | 92.7% | 82.4%+10.2pp | 80.8%+11.8pp | 70.7%+21.9pp |
| Annual return | 20.51% | 25.96%-5.4pp | 156.84%-136.3pp | 34.38%-13.9pp |
| Employer contribution / active EE | $1,635 | $3,022-45.9% | $3,673-55.5% | $2,638-38.0% |
| Participant deferral / active EE | $6,950 | $8,425-17.5% | $7,417-6.3% | $4,530+53.4% |
| Admin fee / account holder | $26 | $219-88.0% | $7,222-99.6% | $348-92.4% |