| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,455 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $2,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,523 | $52,188+318.7% | $86,681+152.1% | $74,478+193.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 17.31% | 44.46%-27.2pp | 593.32%-576.0pp | 34.37%-17.1pp |
| Employer contribution / active EE | $7,524 | $2,282+229.7% | $3,026+148.7% | $2,637+185.3% |
| Participant deferral / active EE | $10,489 | $3,383+210.0% | $4,440+136.3% | $4,530+131.5% |
| Admin fee / account holder | $38 | $319-87.9% | $5,620-99.3% | $347-88.9% |