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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 | $101,591-25.8% | $147,096-48.8% | $74,429+1.3% |
| Participation rate | 80.4% | 75.5%+4.9pp | 82.2%-1.7pp | 67.2%+13.2pp |
| Annual return | 15.34% | 8746.45%-8731.1pp | 419.75%-404.4pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $4,067 | $3,813+6.7% | $4,936-17.6% | $2,625+54.9% |
| Participant deferral / active EE | $12,942 | $7,302+77.2% | $8,071+60.4% | $4,348+197.6% |
| Admin fee / account holder | $33 | $1,750-98.1% | $13,005-99.7% | $1,944-98.3% |