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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $99,753 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,959 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,204 | $95,417-18.0% | $135,974-42.5% | $74,460+5.0% |
| Participation rate | 93.9% | 78.2%+15.7pp | 81.9%+12.0pp | 70.7%+23.2pp |
| Annual return | 18.61% | 32.76%-14.2pp | 68.30%-49.7pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,457 | $3,878-36.6% | $4,859-49.4% | $2,638-6.9% |
| Participant deferral / active EE | $8,040 | $7,789+3.2% | $7,760+3.6% | $4,530+77.5% |
| Admin fee / account holder | $107 | $266-60.0% | $10,767-99.0% | $348-69.4% |