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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,460 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,080 | $94,031+23.4% | $115,768+0.3% | $82,448+40.8% |
| Participation rate | 98.6% | 70.4%+28.2pp | 74.4%+24.2pp | 68.1%+30.5pp |
| Annual return | 15.75% | 20.61%-4.9pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $6,391 | $2,323+175.1% | $2,940+117.4% | $2,551+150.6% |
| Participant deferral / active EE | $8,595 | $3,972+116.4% | $4,917+74.8% | $4,139+107.6% |
| Admin fee / account holder | $189 | $10,249-98.2% | $12,439-98.5% | $7,234-97.4% |