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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,677 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,585 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,884 | $71,534+17.3% | $98,462-14.8% | $71,529+17.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 18.38% | 32.44%-14.1pp | 21.17%-2.8pp | 28.97%-10.6pp |
| Employer contribution / active EE | $6,908 | $2,399+187.9% | $3,049+126.6% | $2,590+166.7% |
| Participant deferral / active EE | $9,916 | $4,109+141.3% | $4,738+109.3% | $4,291+131.1% |
| Admin fee / account holder | $130 | $1,677-92.2% | $8,875-98.5% | $1,588-91.8% |