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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 | $88,203+105.4% | $165,100+9.7% | $74,478+143.3% |
| Participation rate | 62.7% | 73.1%-10.5pp | 78.6%-16.0pp | 67.2%-4.5pp |
| Annual return | 26.58% | 17.13%+9.5pp | 70.21%-43.6pp | 1370.56%-1344.0pp |
| Employer contribution / active EE | $4,245 | $2,601+63.2% | $4,348-2.4% | $2,626+61.7% |
| Participant deferral / active EE | $7,338 | $4,505+62.9% | $6,035+21.6% | $4,350+68.7% |
| Admin fee / account holder | $64 | $2,235-97.1% | $12,696-99.5% | $1,946-96.7% |