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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,024 | $91,474+52.0% | $135,982+2.2% | $71,529+94.4% |
| Participation rate | 91.5% | 75.7%+15.8pp | 81.9%+9.5pp | 67.9%+23.5pp |
| Annual return | 19.30% | 29.89%-10.6pp | 68.32%-49.0pp | 28.97%-9.7pp |
| Employer contribution / active EE | $8,887 | $3,705+139.8% | $4,859+82.9% | $2,590+243.1% |
| Participant deferral / active EE | $11,682 | $7,095+64.7% | $7,760+50.5% | $4,291+172.2% |
| Admin fee / account holder | $68 | $1,267-94.6% | $10,767-99.4% | $1,588-95.7% |