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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,435 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,375 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,543 | $86,225+214.9% | $146,685+85.1% | $86,813+212.8% |
| Participation rate | 99.0% | 78.0%+21.0pp | 80.1%+18.9pp | 72.3%+26.7pp |
| Annual return | 17.26% | 31.23%-14.0pp | 22.75%-5.5pp | 97.93%-80.7pp |
| Employer contribution / active EE | $3,392 | $2,392+41.8% | $4,137-18.0% | $2,406+41.0% |
| Participant deferral / active EE | $9,198 | $4,245+116.7% | $5,507+67.0% | $4,131+122.6% |
| Admin fee / account holder | -$18 | $195-109.2% | $10,281-100.2% | $170-110.6% |