| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $301,527 |
Filed as: CLEAR INVESTMENT RESEARCH, LLC. Service code 27 · EIN 46-3868027 | Advisory (Plan) | $70,000 |
GREERWALKER LLP2 years Service code 10 · EIN 56-1434747 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$108,736 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,603 | $144,879+65.4% | $111,319+115.2% | $93,010+157.6% |
| Participation rate | 92.0% | 86.1%+5.8pp | 77.3%+14.7pp | 73.9%+18.1pp |
| Annual return | 14.79% | 18.11%-3.3pp | 54.68%-39.9pp | 158.70%-143.9pp |
| Employer contribution / active EE | $5,588 | $3,052+83.1% | $2,732+104.6% | $2,705+106.6% |
| Participant deferral / active EE | $8,624 | $5,576+54.7% | $4,488+92.2% | $4,561+89.1% |
| Admin fee / account holder | $80 | $104-22.4% | $7,966-99.0% | $152-47.1% |