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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,613 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,856 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,695 | $72,303+82.1% | $86,698+51.9% | $64,819+103.2% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.6%+14.3pp | 71.5%+19.4pp |
| Annual return | -15.80% | 392.77%-408.6pp | 35.95%-51.8pp | 32.84%-48.6pp |
| Employer contribution / active EE | $4,691 | $2,393+96.0% | $2,837+65.4% | $2,507+87.1% |
| Participant deferral / active EE | $10,190 | $4,660+118.7% | $4,656+118.8% | $4,311+136.4% |
| Admin fee / account holder | $77 | $174-55.8% | $7,493-99.0% | $188-59.0% |