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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,284 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,193 | $88,087+105.7% | $164,866+9.9% | $74,546+143.1% |
| Participation rate | 62.7% | 73.1%-10.4pp | 78.6%-15.9pp | 67.2%-4.5pp |
| Annual return | 26.58% | 17.27%+9.3pp | 69.97%-43.4pp | 1366.03%-1339.5pp |
| Employer contribution / active EE | $4,245 | $2,595+63.6% | $4,343-2.2% | $2,624+61.8% |
| Participant deferral / active EE | $7,338 | $4,499+63.1% | $6,033+21.6% | $4,347+68.8% |
| Admin fee / account holder | $64 | $2,232-97.1% | $12,689-99.5% | $1,944-96.7% |