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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,027 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,773 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,361 | $101,672-25.9% | $147,117-48.8% | $74,478+1.2% |
| Participation rate | 80.4% | 75.5%+4.9pp | 82.2%-1.7pp | 67.2%+13.2pp |
| Annual return | 15.34% | 8757.83%-8742.5pp | 420.54%-405.2pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $4,067 | $3,813+6.7% | $4,932-17.5% | $2,626+54.9% |
| Participant deferral / active EE | $12,942 | $7,305+77.2% | $8,065+60.5% | $4,350+197.5% |
| Admin fee / account holder | $33 | $1,753-98.1% | $12,993-99.7% | $1,946-98.3% |