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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,367 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,974 | $104,544-10.1% | $96,564-2.7% | $80,187+17.2% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.0%+22.3pp | 72.9%+25.4pp |
| Annual return | 24.00% | 21.79%+2.2pp | 25.89%-1.9pp | 40.40%-16.4pp |
| Employer contribution / active EE | $1,581 | $3,527-55.2% | $2,967-46.7% | $2,980-46.9% |
| Participant deferral / active EE | $7,912 | $6,170+28.2% | $4,852+63.1% | $5,016+57.7% |
| Admin fee / account holder | $4 | $107-96.2% | $8,256-100.0% | $145-97.2% |