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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$443 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,241 | $82,979+183.5% | $102,412+129.7% | $77,736+202.6% |
| Participation rate | 92.4% | 71.5%+20.9pp | 74.5%+17.9pp | 70.6%+21.8pp |
| Annual return | 15.10% | 19.11%-4.0pp | 24.94%-9.8pp | 31.26%-16.2pp |
| Employer contribution / active EE | $10,791 | $3,554+203.6% | $3,870+178.8% | $2,728+295.6% |
| Participant deferral / active EE | $9,060 | $4,109+120.5% | $5,060+79.0% | $4,651+94.8% |
| Admin fee / account holder | $30 | $639-95.4% | $8,388-99.6% | $433-93.2% |