| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $163,036 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$285,253 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,255 | $145,513-28.4% | $184,256-43.4% | $99,313+5.0% |
| Participation rate | 95.6% | 90.3%+5.3pp | 86.8%+8.8pp | 71.7%+23.9pp |
| Annual return | 15.16% | 21.25%-6.1pp | 28.85%-13.7pp | 17.67%-2.5pp |
| Employer contribution / active EE | $3,855 | $5,354-28.0% | $6,427-40.0% | $3,264+18.1% |
| Participant deferral / active EE | $6,236 | $8,423-26.0% | $9,133-31.7% | $5,346+16.6% |
| Admin fee / account holder | -$16 | $78-120.5% | $13,899-100.1% | $109-114.6% |