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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,545 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,843 | $84,499-2.0% | $125,391-33.9% | $66,949+23.7% |
| Participation rate | 89.0% | 76.4%+12.5pp | 82.4%+6.6pp | 69.8%+19.1pp |
| Annual return | -11.17% | -8.49%-2.7pp | 572.41%-583.6pp | 1.57%-12.7pp |
| Employer contribution / active EE | $4,370 | $3,554+23.0% | $4,816-9.2% | $2,545+71.7% |
| Participant deferral / active EE | $10,539 | $6,785+55.3% | $7,448+41.5% | $4,239+148.6% |
| Admin fee / account holder | $50 | $685-92.6% | $10,009-99.5% | $594-91.5% |