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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $95,197 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,735 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,817 | $46,332-44.3% | $143,799-82.0% | $64,819-60.2% |
| Participation rate | 94.1% | 64.2%+29.9pp | 80.3%+13.8pp | 71.5%+22.7pp |
| Annual return | -18.37% | -10.05%-8.3pp | -0.04%-18.3pp | 32.84%-51.2pp |
| Employer contribution / active EE | $1,540 | $1,911-19.4% | $4,952-68.9% | $2,507-38.6% |
| Participant deferral / active EE | $3,978 | $2,647+50.3% | $5,638-29.4% | $4,311-7.7% |
| Admin fee / account holder | $115 | $154-25.5% | $14,677-99.2% | $188-39.0% |