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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,105 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,643 | $55,423+168.2% | $155,602-4.5% | $74,400+99.8% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.0pp |
| Annual return | 22.87% | 269.07%-246.2pp | 64.81%-41.9pp | 1367.51%-1344.6pp |
| Employer contribution / active EE | $12,844 | $2,266+466.9% | $4,675+174.7% | $2,624+389.4% |
| Participant deferral / active EE | $22,458 | $2,835+692.3% | $5,629+299.0% | $4,348+416.5% |
| Admin fee / account holder | $87 | $1,744-95.0% | $15,923-99.5% | $1,944-95.5% |