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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,257 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,005 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,985 | $87,132+12.5% | $105,624-7.2% | $80,959+21.0% |
| Participation rate | 98.7% | 70.4%+28.2pp | 75.3%+23.4pp | 67.7%+31.0pp |
| Annual return | 12.43% | 17.03%-4.6pp | 116.20%-103.8pp | 35.67%-23.2pp |
| Employer contribution / active EE | $7,076 | $2,397+195.2% | $3,168+123.4% | $2,757+156.6% |
| Participant deferral / active EE | $10,326 | $3,985+159.1% | $5,013+106.0% | $4,300+140.1% |
| Admin fee / account holder | $155 | $8,449-98.2% | $10,961-98.6% | $6,925-97.8% |