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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,193 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$67,720 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,611 | $95,369+25.4% | $135,942-12.0% | $74,440+60.7% |
| Participation rate | 96.1% | 78.2%+17.8pp | 81.9%+14.1pp | 70.7%+25.3pp |
| Annual return | 18.38% | 32.72%-14.3pp | 68.28%-49.9pp | 34.37%-16.0pp |
| Employer contribution / active EE | $4,516 | $3,878+16.4% | $4,858-7.0% | $2,638+71.2% |
| Participant deferral / active EE | $8,032 | $7,788+3.1% | $7,759+3.5% | $4,529+77.3% |
| Admin fee / account holder | $30 | $266-88.8% | $10,764-99.7% | $348-91.4% |