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| Provider | Service type | Compensation |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD2 years Filed as: OXFORD FINANCIAL GROUP Service code 27 · EIN 35-1588335 | Advisory (Plan) | $65,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,481 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,485 | $112,582+106.5% | $105,624+120.1% | $200,096+16.2% |
| Participation rate | 99.3% | 86.3%+13.1pp | 75.3%+24.1pp | 72.0%+27.3pp |
| Annual return | 14.75% | 15.58%-0.8pp | 116.20%-101.5pp | 34.26%-19.5pp |
| Employer contribution / active EE | $9,431 | $4,580+105.9% | $3,168+197.7% | $3,038+210.5% |
| Participant deferral / active EE | $11,705 | $6,655+75.9% | $5,013+133.5% | $5,090+130.0% |
| Admin fee / account holder | $69 | $107-35.2% | $10,961-99.4% | $269-74.3% |