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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,176 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,765 | $54,729+40.3% | $86,235-11.0% | $71,529+7.3% |
| Participation rate | 96.4% | 60.1%+36.3pp | 69.0%+27.4pp | 67.9%+28.4pp |
| Annual return | 15.82% | 20.07%-4.3pp | 1170.03%-1154.2pp | 28.97%-13.2pp |
| Employer contribution / active EE | $698 | $1,267-44.9% | $2,381-70.7% | $2,590-73.1% |
| Participant deferral / active EE | $4,117 | $3,110+32.4% | $3,987+3.3% | $4,291-4.1% |
| Admin fee / account holder | $225 | $1,921-88.3% | $6,856-96.7% | $1,588-85.8% |