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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,573 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,454 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,030 | $78,423+278.8% | $95,964+209.5% | $79,856+272.0% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.4pp |
| Annual return | 15.83% | 19.37%-3.5pp | 91.64%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $7,505 | $1,945+285.8% | $2,541+195.3% | $2,471+203.7% |
| Participant deferral / active EE | $8,787 | $3,440+155.4% | $4,167+110.9% | $3,741+134.9% |
| Admin fee / account holder | $152 | $5,622-97.3% | $6,797-97.8% | $5,306-97.1% |