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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $13,629 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,504 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,459 | $56,540+104.2% | $185,849-37.9% | $86,821+33.0% |
| Participation rate | 91.8% | 65.5%+26.3pp | 81.7%+10.1pp | 72.3%+19.5pp |
| Annual return | 15.55% | 118.20%-102.7pp | 122.10%-106.5pp | 97.94%-82.4pp |
| Employer contribution / active EE | $1,098 | $1,844-40.5% | $5,169-78.8% | $2,406-54.4% |
| Participant deferral / active EE | $4,297 | $2,555+68.2% | $5,569-22.8% | $4,132+4.0% |
| Admin fee / account holder | $57 | $150-61.9% | $16,244-99.6% | $170-66.4% |