| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,924 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $1,900 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,951 | $58,344+357.6% | $98,508+171.0% | $86,828+207.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 12.48% | 43.47%-31.0pp | 1495.22%-1482.7pp | 97.95%-85.5pp |
| Employer contribution / active EE | $6,811 | $2,008+239.2% | $2,961+130.0% | $2,406+183.0% |
| Participant deferral / active EE | $10,951 | $3,156+247.0% | $4,276+156.1% | $4,132+165.0% |
| Admin fee / account holder | $14 | $138-89.6% | $5,956-99.8% | $170-91.6% |