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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,143 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $417 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,531 | $65,092+198.9% | $143,799+35.3% | $66,938+190.6% |
| Participation rate | 97.9% | 65.2%+32.7pp | 80.3%+17.6pp | 69.8%+28.1pp |
| Annual return | -16.93% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,854 | $2,362+190.2% | $4,952+38.4% | $2,545+169.3% |
| Participant deferral / active EE | $6,395 | $2,920+119.0% | $5,638+13.4% | $4,238+50.9% |
| Admin fee / account holder | $7 | $502-98.5% | $14,677-99.9% | $594-98.7% |