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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,336 |
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 | $72,986 | $64,612+13.0% | $86,438-15.6% | $64,819+12.6% |
| Participation rate | 65.3% | 81.5%-16.1pp | 80.3%-15.0pp | 71.5%-6.1pp |
| Annual return | -16.92% | 0.66%-17.6pp | 4397.19%-4414.1pp | 32.84%-49.8pp |
| Employer contribution / active EE | $2,580 | $2,744-6.0% | $3,769-31.6% | $2,507+2.9% |
| Participant deferral / active EE | $6,227 | $7,497-16.9% | $6,952-10.4% | $4,311+44.5% |
| Admin fee / account holder | $40 | $169-76.2% | $6,733-99.4% | $188-78.6% |