| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,545 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $3,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,499 | $65,960+238.8% | $81,882+173.0% | $77,762+187.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 14.15% | 26.64%-12.5pp | 779.47%-765.3pp | 31.27%-17.1pp |
| Employer contribution / active EE | $7,636 | $2,375+221.5% | $2,916+161.9% | $2,728+179.9% |
| Participant deferral / active EE | $10,556 | $3,505+201.1% | $4,323+144.2% | $4,651+127.0% |
| Admin fee / account holder | $48 | $526-90.8% | $7,360-99.3% | $433-88.8% |