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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $29,797 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,382 |
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 | $91,350 | $47,180+93.6% | $149,723-39.0% | $74,473+22.7% |
| Participation rate | 90.7% | 63.4%+27.3pp | 78.8%+12.0pp | 70.7%+20.0pp |
| Annual return | 17.15% | 22.75%-5.6pp | 134.50%-117.3pp | 34.36%-17.2pp |
| Employer contribution / active EE | $2,424 | $1,907+27.1% | $4,821-49.7% | $2,638-8.1% |
| Participant deferral / active EE | $5,055 | $2,730+85.1% | $5,682-11.1% | $4,530+11.6% |
| Admin fee / account holder | $93 | $343-72.9% | $13,215-99.3% | $347-73.2% |