| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,026 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $2,725 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,435 | $47,766+338.5% | $82,768+153.0% | $64,829+223.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -16.31% | -13.06%-3.2pp | 702.70%-719.0pp | 32.85%-49.2pp |
| Employer contribution / active EE | $7,246 | $2,182+232.1% | $3,008+140.9% | $2,507+189.0% |
| Participant deferral / active EE | $10,956 | $3,332+228.8% | $4,395+149.3% | $4,312+154.1% |
| Admin fee / account holder | $31 | $143-78.2% | $5,326-99.4% | $188-83.4% |