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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $35,167 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,655 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $85,458 | $46,332+84.4% | $143,797-40.6% | $64,824+31.8% |
| Participation rate | 91.5% | 64.2%+27.3pp | 80.3%+11.2pp | 71.5%+20.0pp |
| Annual return | -17.86% | -10.05%-7.8pp | -0.04%-17.8pp | 32.84%-50.7pp |
| Employer contribution / active EE | $2,017 | $1,911+5.6% | $4,952-59.3% | $2,507-19.5% |
| Participant deferral / active EE | $4,157 | $2,647+57.0% | $5,638-26.3% | $4,311-3.6% |
| Admin fee / account holder | $101 | $154-34.5% | $14,679-99.3% | $188-46.4% |