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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,794 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,431 | $65,453+45.8% | $86,691+10.1% | $66,930+42.6% |
| Participation rate | 96.4% | 75.5%+20.9pp | 76.6%+19.8pp | 69.8%+26.6pp |
| Annual return | -17.67% | -10.89%-6.8pp | 35.94%-53.6pp | 1.57%-19.2pp |
| Employer contribution / active EE | $2,763 | $2,154+28.3% | $2,837-2.6% | $2,545+8.6% |
| Participant deferral / active EE | $4,070 | $4,102-0.8% | $4,656-12.6% | $4,238-4.0% |
| Admin fee / account holder | $41 | $642-93.7% | $7,492-99.5% | $593-93.2% |