| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $150,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$367,127 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,730 | $129,756-26.2% | $170,055-43.7% | $103,657-7.6% |
| Participation rate | 96.2% | 91.3%+5.0pp | 87.0%+9.2pp | 73.4%+22.8pp |
| Annual return | 19.21% | 20.17%-1.0pp | 53.43%-34.2pp | 33.13%-13.9pp |
| Employer contribution / active EE | $4,130 | $5,236-21.1% | $6,790-39.2% | $3,216+28.4% |
| Participant deferral / active EE | $6,695 | $8,283-19.2% | $10,410-35.7% | $5,218+28.3% |
| Admin fee / account holder | -$26 | $73-135.8% | $12,828-100.2% | $114-122.8% |