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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,076 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,944 |
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 | $102,883 | $66,528+54.6% | $86,615+18.8% | $86,821+18.5% |
| Participation rate | 61.6% | 72.4%-10.7pp | 71.6%-10.0pp | 72.3%-10.7pp |
| Annual return | 14.49% | 19.56%-5.1pp | 63.51%-49.0pp | 97.94%-83.4pp |
| Employer contribution / active EE | $1,579 | $2,007-21.3% | $2,496-36.7% | $2,406-34.4% |
| Participant deferral / active EE | $4,970 | $3,240+53.4% | $3,699+34.3% | $4,132+20.3% |
| Admin fee / account holder | $58 | $148-60.8% | $5,830-99.0% | $170-65.7% |