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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,441 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,513 | $102,422-7.7% | $147,117-35.8% | $80,959+16.7% |
| Participation rate | 89.1% | 75.9%+13.3pp | 82.2%+6.9pp | 67.7%+21.5pp |
| Annual return | 18.69% | 135.16%-116.5pp | 420.54%-401.8pp | 35.67%-17.0pp |
| Employer contribution / active EE | $1,368 | $3,717-63.2% | $4,932-72.3% | $2,757-50.4% |
| Participant deferral / active EE | $27,217 | $6,652+309.1% | $8,065+237.5% | $4,300+532.9% |
| Admin fee / account holder | $125 | $7,953-98.4% | $12,993-99.0% | $6,925-98.2% |