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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 | $102,382+115.7% | $147,005+50.2% | $80,874+173.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | -0.10% | 134.89%-135.0pp | 418.76%-418.9pp | 35.62%-35.7pp |
| Employer contribution / active EE | $5,271 | $3,715+41.9% | $4,934+6.8% | $2,756+91.3% |
| Participant deferral / active EE | $16,020 | $6,646+141.0% | $8,070+98.5% | $4,297+272.8% |
| Admin fee / account holder | $40 | $7,942-99.5% | $13,006-99.7% | $6,935-99.4% |