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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 600 WEST BROADWAY · SAN DIEGO, CA 92101 | Advisory (Plan) | $14,583 |
Service code 37 · EIN 04-2647786 100 MAGELLAN WAY · COVOMGTPM, KY 41015 | Loan Processing | $9,469 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 117 VIP DR · WEXFORD, PA 15090 | Advisory (Plan) | $70 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,711 | $58,292+67.6% | $86,640+12.8% | $71,511+36.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 18.63% | 21.63%-3.0pp | 592.52%-573.9pp | 28.86%-10.2pp |
| Employer contribution / active EE | $6,405 | $2,574+148.8% | $3,024+111.8% | $2,589+147.4% |
| Participant deferral / active EE | $4,717 | $3,438+37.2% | $4,438+6.3% | $4,291+9.9% |
| Admin fee / account holder | $165 | $1,057-84.4% | $5,616-97.1% | $1,588-89.6% |