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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,531 | $66,486+51.2% | $81,370+23.5% | $77,762+29.3% |
| Participation rate | 48.8% | 68.7%-19.9pp | 69.5%-20.8pp | 70.6%-21.8pp |
| Annual return | 14.98% | 15.95%-1.0pp | 24.85%-9.9pp | 31.27%-16.3pp |
| Employer contribution / active EE | $1,223 | $2,158-43.3% | $2,464-50.4% | $2,728-55.2% |
| Participant deferral / active EE | $4,034 | $3,677+9.7% | $3,885+3.8% | $4,651-13.3% |
| Admin fee / account holder | $58 | $586-90.1% | $5,749-99.0% | $433-86.6% |