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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,976 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $926 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,918 | $61,356+219.3% | $149,696+30.9% | $71,511+174.0% |
| Participation rate | 93.8% | 62.5%+31.2pp | 78.8%+15.0pp | 67.9%+25.8pp |
| Annual return | 16.07% | 35.86%-19.8pp | 134.46%-118.4pp | 28.86%-12.8pp |
| Employer contribution / active EE | $7,965 | $2,382+234.4% | $4,821+65.2% | $2,589+207.6% |
| Participant deferral / active EE | $6,969 | $2,920+138.7% | $5,682+22.7% | $4,291+62.4% |
| Admin fee / account holder | $11 | $1,263-99.1% | $13,212-99.9% | $1,588-99.3% |