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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,557 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,907 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,382 | $104,479-8.7% | $159,474-40.2% | $79,391+20.1% |
| Participation rate | 90.8% | 76.6%+14.2pp | 82.8%+8.0pp | 70.7%+20.1pp |
| Annual return | 19.68% | 67.98%-48.3pp | 263.68%-244.0pp | 116.88%-97.2pp |
| Employer contribution / active EE | $4,339 | $3,417+27.0% | $4,831-10.2% | $2,428+78.7% |
| Participant deferral / active EE | $10,916 | $6,468+68.8% | $7,353+48.5% | $4,046+169.8% |
| Admin fee / account holder | $63 | $711-91.2% | $10,802-99.4% | $627-90.0% |