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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,817 | $46,292-44.2% | $143,757-82.0% | $64,808-60.2% |
| 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 | 32.82%-51.2pp |
| Employer contribution / active EE | $1,540 | $1,910-19.4% | $4,951-68.9% | $2,506-38.6% |
| Participant deferral / active EE | $3,978 | $2,646+50.4% | $5,637-29.4% | $4,310-7.7% |
| Admin fee / account holder | $115 | $154-25.4% | $14,673-99.2% | $188-38.9% |