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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,529 |
Annual investment return 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 | $79,563 | $44,764+77.7% | $68,803+15.6% | $64,824+22.7% |
| Participation rate | 89.4% | 64.8%+24.6pp | 69.0%+20.4pp | 71.5%+17.9pp |
| Annual return | -18.62% | -10.91%-7.7pp | -6.37%-12.2pp | 32.84%-51.5pp |
| Employer contribution / active EE | $946 | $1,775-46.7% | $2,656-64.4% | $2,507-62.3% |
| Participant deferral / active EE | $8,315 | $3,238+156.8% | $3,942+110.9% | $4,311+92.9% |
| Admin fee / account holder | $12 | $151-92.1% | $4,936-99.8% | $188-93.6% |