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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,294 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,443 | $82,163-25.2% | $125,363-51.0% | $64,814-5.2% |
| Participation rate | 95.0% | 77.9%+17.1pp | 82.4%+12.6pp | 71.5%+23.5pp |
| Annual return | -17.47% | 3.49%-21.0pp | 572.15%-589.6pp | 32.84%-50.3pp |
| Employer contribution / active EE | $3,901 | $3,616+7.9% | $4,815-19.0% | $2,507+55.6% |
| Participant deferral / active EE | $7,352 | $7,175+2.5% | $7,447-1.3% | $4,310+70.6% |
| Admin fee / account holder | $19 | $163-88.2% | $10,005-99.8% | $188-89.7% |