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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 | $87,106+12.5% | $105,607-7.2% | $80,935+21.1% |
| Participation rate | 98.7% | 70.4%+28.2pp | 75.3%+23.4pp | 67.7%+31.0pp |
| Annual return | 12.43% | 17.01%-4.6pp | 116.11%-103.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $7,076 | $2,396+195.3% | $3,167+123.4% | $2,757+156.7% |
| Participant deferral / active EE | $10,326 | $3,986+159.1% | $5,011+106.1% | $4,299+140.2% |
| Admin fee / account holder | $155 | $8,447-98.2% | $10,958-98.6% | $6,924-97.8% |