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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,158 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,730 | $86,298+224.1% | $111,308+151.3% | $85,847+225.8% |
| Participation rate | 92.6% | 73.3%+19.3pp | 77.3%+15.3pp | 69.3%+23.3pp |
| Annual return | 11.79% | 19.99%-8.2pp | 54.67%-42.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $6,902 | $2,044+237.7% | $2,732+152.7% | $2,565+169.1% |
| Participant deferral / active EE | $7,189 | $3,641+97.4% | $4,487+60.2% | $3,952+81.9% |
| Admin fee / account holder | $132 | $8,189-98.4% | $7,965-98.3% | $6,261-97.9% |