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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,120 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,967 | $116,081-60.4% | $156,181-70.6% | $79,634-42.3% |
| Participation rate | 92.2% | 75.6%+16.7pp | 78.8%+13.4pp | 62.5%+29.7pp |
| Annual return | 22.54% | 15.89%+6.6pp | 64.87%-42.3pp | 36.46%-13.9pp |
| Employer contribution / active EE | $3,063 | $2,828+8.3% | $4,294-28.7% | $2,529+21.1% |
| Participant deferral / active EE | $6,069 | $4,584+32.4% | $6,132-1.0% | $3,835+58.3% |
| Admin fee / account holder | -$55 | $854-106.5% | $14,586-100.4% | $1,002-105.5% |