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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,154 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,829 | $78,607+95.7% | $105,624+45.6% | $74,478+106.5% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.0pp | 67.2%+32.1pp |
| Annual return | 15.54% | 15.96%-0.4pp | 116.20%-100.7pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $13,764 | $2,523+445.5% | $3,168+334.5% | $2,626+424.1% |
| Participant deferral / active EE | $14,803 | $4,325+242.3% | $5,013+195.3% | $4,350+240.3% |
| Admin fee / account holder | $70 | $2,220-96.8% | $10,961-99.4% | $1,946-96.4% |