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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,245 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,140 | $72,639-17.2% | $90,766-33.7% | $66,949-10.2% |
| Participation rate | 98.4% | 73.7%+24.7pp | 75.7%+22.7pp | 69.8%+28.6pp |
| Annual return | -17.75% | -12.28%-5.5pp | -12.16%-5.6pp | 1.57%-19.3pp |
| Employer contribution / active EE | $6,703 | $2,369+182.9% | $2,922+129.4% | $2,545+163.3% |
| Participant deferral / active EE | $10,010 | $3,979+151.6% | $4,565+119.3% | $4,239+136.1% |
| Admin fee / account holder | $126 | $708-82.3% | $8,446-98.5% | $594-78.9% |