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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,282 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,565 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,459 | $142,386+37.3% | $152,473+28.2% | $93,010+110.1% |
| Participation rate | 99.2% | 85.6%+13.7pp | 78.2%+21.1pp | 73.9%+25.3pp |
| Annual return | 17.50% | 18.07%-0.6pp | 757.59%-740.1pp | 158.70%-141.2pp |
| Employer contribution / active EE | $10,069 | $5,485+83.6% | $4,326+132.8% | $2,705+272.2% |
| Participant deferral / active EE | $11,653 | $6,872+69.6% | $5,817+100.3% | $4,561+155.5% |
| Admin fee / account holder | -$14 | $108-113.3% | $15,811-100.1% | $152-109.4% |