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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,283 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,821 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,471 | $144,879-22.4% | $111,319+1.0% | $93,010+20.9% |
| Participation rate | 96.7% | 86.1%+10.6pp | 77.3%+19.4pp | 73.9%+22.8pp |
| Annual return | 15.88% | 18.11%-2.2pp | 54.68%-38.8pp | 158.70%-142.8pp |
| Employer contribution / active EE | $1,423 | $3,052-53.4% | $2,732-47.9% | $2,705-47.4% |
| Participant deferral / active EE | $7,288 | $5,576+30.7% | $4,488+62.4% | $4,561+59.8% |
| Admin fee / account holder | -$7 | $104-106.7% | $7,966-100.1% | $152-104.6% |