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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,731 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,349 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,963 | $106,264-37.9% | $147,117-55.2% | $77,762-15.2% |
| Participation rate | 72.1% | 78.4%-6.4pp | 82.2%-10.1pp | 70.6%+1.5pp |
| Annual return | 20.28% | 56.94%-36.7pp | 420.54%-400.3pp | 31.27%-11.0pp |
| Employer contribution / active EE | $6 | $4,074-99.9% | $4,932-99.9% | $2,728-99.8% |
| Participant deferral / active EE | $10,707 | $8,003+33.8% | $8,065+32.8% | $4,651+130.2% |
| Admin fee / account holder | $41 | $334-87.6% | $12,993-99.7% | $433-90.4% |