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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,145 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,572 | $82,163+39.4% | $125,381-8.6% | $64,819+76.8% |
| Participation rate | 96.8% | 77.9%+18.9pp | 82.4%+14.4pp | 71.5%+25.3pp |
| Annual return | -12.93% | 3.49%-16.4pp | 572.31%-585.2pp | 32.84%-45.8pp |
| Employer contribution / active EE | $4,595 | $3,616+27.1% | $4,815-4.6% | $2,507+83.3% |
| Participant deferral / active EE | $7,971 | $7,175+11.1% | $7,448+7.0% | $4,311+84.9% |
| Admin fee / account holder | -$21 | $163-113.1% | $10,007-100.2% | $188-111.4% |