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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,920 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,118 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,178 | $58,859+26.0% | $129,397-42.7% | $77,714-4.5% |
| Participation rate | 97.2% | 59.3%+37.9pp | 69.6%+27.6pp | 70.6%+26.6pp |
| Annual return | 28.13% | 24.74%+3.4pp | 9453.98%-9425.9pp | 31.26%-3.1pp |
| Employer contribution / active EE | $8,523 | $1,952+336.6% | $4,154+105.2% | $2,727+212.6% |
| Participant deferral / active EE | $20,288 | $3,215+531.0% | $4,167+386.8% | $4,649+336.4% |
| Admin fee / account holder | $8 | $591-98.7% | $7,679-99.9% | $433-98.2% |