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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,329 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,908 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,336 | $64,612-19.0% | $86,438-39.5% | $64,819-19.3% |
| Participation rate | 96.3% | 81.5%+14.9pp | 80.3%+16.0pp | 71.5%+24.9pp |
| Annual return | -15.15% | 0.66%-15.8pp | 4397.19%-4412.3pp | 32.84%-48.0pp |
| Employer contribution / active EE | $4,025 | $2,744+46.7% | $3,769+6.8% | $2,507+60.5% |
| Participant deferral / active EE | $12,470 | $7,497+66.3% | $6,952+79.4% | $4,311+189.3% |
| Admin fee / account holder | $17 | $169-89.7% | $6,733-99.7% | $188-90.8% |