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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,125 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,846 | $104,336+211.3% | $159,495+103.7% | $86,828+274.1% |
| Participation rate | 96.2% | 77.7%+18.5pp | 82.8%+13.4pp | 72.3%+24.0pp |
| Annual return | 0.00% | 26.32%-26.3pp | 263.72%-263.7pp | 97.95%-97.9pp |
| Employer contribution / active EE | $5,272 | $3,451+52.8% | $4,831+9.1% | $2,406+119.1% |
| Participant deferral / active EE | $7,920 | $6,837+15.8% | $7,354+7.7% | $4,132+91.7% |
| Admin fee / account holder | $90 | $172-47.9% | $10,804-99.2% | $170-47.1% |