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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,863 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,029 | $99,168+47.3% | $96,534+51.3% | $74,460+96.1% |
| Participation rate | 91.3% | 80.7%+10.6pp | 76.0%+15.3pp | 70.7%+20.5pp |
| Annual return | 21.41% | 22.40%-1.0pp | 25.88%-4.5pp | 34.38%-13.0pp |
| Employer contribution / active EE | $4,908 | $2,570+91.0% | $2,965+65.5% | $2,638+86.1% |
| Participant deferral / active EE | $10,070 | $4,936+104.0% | $4,851+107.6% | $4,530+122.3% |
| Admin fee / account holder | $63 | $225-71.8% | $8,253-99.2% | $348-81.8% |