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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,874 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,272 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,386 | $110,483+41.5% | $145,433+7.5% | $79,634+96.4% |
| Participation rate | 97.1% | 71.1%+26.0pp | 82.1%+15.0pp | 62.5%+34.7pp |
| Annual return | 21.82% | 24.62%-2.8pp | 66.58%-44.8pp | 36.46%-14.6pp |
| Employer contribution / active EE | $9,689 | $4,053+139.1% | $4,554+112.7% | $2,529+283.1% |
| Participant deferral / active EE | $11,701 | $7,216+62.1% | $7,897+48.2% | $3,835+205.1% |
| Admin fee / account holder | $55 | $680-91.9% | $13,129-99.6% | $1,002-94.5% |