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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 | $78,562+95.8% | $105,608+45.7% | $74,429+106.7% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.0pp | 67.2%+32.1pp |
| Annual return | 15.54% | 15.94%-0.4pp | 116.50%-101.0pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $13,764 | $2,521+445.9% | $3,167+334.6% | $2,625+424.4% |
| Participant deferral / active EE | $14,803 | $4,321+242.6% | $5,010+195.5% | $4,348+240.4% |
| Admin fee / account holder | $70 | $2,217-96.8% | $11,028-99.4% | $1,944-96.4% |