Filed February 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,777 | $130,338-46.5% | $85,708-18.6% | $106,520-34.5% |
| Participation rate | 50.6% | 64.6%-14.1pp | 69.9%-19.3pp | 71.3%-20.8pp |
| Annual return | 12.59% | 14.40%-1.8pp | 21.49%-8.9pp | 19.28%-6.7pp |
| Employer contribution / active EE | $1,010 | $3,864-73.9% | $2,618-61.4% | $2,840-64.4% |
| Participant deferral / active EE | $2,973 | $4,160-28.5% | $3,922-24.2% | $4,948-39.9% |
| Admin fee / account holder | $96 | $114-15.5% | $6,876-98.6% | $75+29.0% |