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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$76,732 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,942 | $108,592+38.1% | $129,118+16.1% | $77,906+92.5% |
| Participation rate | 99.6% | 84.8%+14.9pp | 77.2%+22.4pp | 73.7%+25.9pp |
| Annual return | -16.98% | -13.72%-3.3pp | -10.94%-6.0pp | 12.16%-29.1pp |
| Employer contribution / active EE | $11,236 | $5,713+96.7% | $5,051+122.4% | $2,846+294.8% |
| Participant deferral / active EE | $12,332 | $7,051+74.9% | $6,539+88.6% | $4,805+156.6% |
| Admin fee / account holder | $4 | $91-95.9% | $14,305-100.0% | $133-97.2% |