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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,587 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,918 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,654 | $76,107+128.2% | $96,576+79.8% | $71,495+142.9% |
| Participation rate | 90.3% | 74.4%+15.9pp | 76.0%+14.4pp | 67.9%+22.4pp |
| Annual return | 17.45% | 22.81%-5.4pp | 25.87%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $3,078 | $2,247+37.0% | $2,965+3.8% | $2,589+18.9% |
| Participant deferral / active EE | $6,326 | $4,218+50.0% | $4,851+30.4% | $4,291+47.4% |
| Admin fee / account holder | $102 | $2,708-96.2% | $8,253-98.8% | $1,588-93.6% |