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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,601 | $90,064-22.7% | $100,415-30.7% | $77,762-10.5% |
| Participation rate | 83.7% | 81.3%+2.4pp | 81.5%+2.2pp | 70.6%+13.1pp |
| Annual return | 25.94% | 20.61%+5.3pp | 49.47%-23.5pp | 31.27%-5.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $13,741 | $8,282+65.9% | $8,091+69.8% | $4,651+195.4% |
| Admin fee / account holder | $17 | $172-89.8% | $7,906-99.8% | $433-96.0% |