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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,542 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,385 |
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 | $220,829 | $102,422+115.6% | $147,117+50.1% | $80,959+172.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | -0.10% | 135.16%-135.3pp | 420.54%-420.6pp | 35.67%-35.8pp |
| Employer contribution / active EE | $5,271 | $3,717+41.8% | $4,932+6.9% | $2,757+91.2% |
| Participant deferral / active EE | $16,020 | $6,652+140.8% | $8,065+98.6% | $4,300+272.5% |
| Admin fee / account holder | $40 | $7,953-99.5% | $12,993-99.7% | $6,925-99.4% |