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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,307 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,179 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,808 | $90,064+7.5% | $100,415-3.6% | $77,762+24.5% |
| Participation rate | 69.5% | 81.3%-11.8pp | 81.5%-12.1pp | 70.6%-1.1pp |
| Annual return | 19.48% | 20.61%-1.1pp | 49.47%-30.0pp | 31.27%-11.8pp |
| Employer contribution / active EE | $2,606 | $3,043-14.4% | $3,943-33.9% | $2,728-4.5% |
| Participant deferral / active EE | $6,253 | $8,282-24.5% | $8,091-22.7% | $4,651+34.4% |
| Admin fee / account holder | $10 | $172-94.0% | $7,906-99.9% | $433-97.6% |