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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,753 |
Service code 37 · EIN 04-2647786 | Loan Processing | $83,878 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 16 · EIN 82-1364595 | Consulting | $16,250 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $11,550 |
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 | $267,698 | $122,128+119.2% | $147,117+82.0% | $200,096+33.8% |
| Participation rate | 98.0% | 78.2%+19.8pp | 82.2%+15.8pp | 72.0%+26.0pp |
| Annual return | 16.30% | 30.58%-14.3pp | 420.54%-404.2pp | 34.26%-18.0pp |
| Employer contribution / active EE | $10,476 | $4,093+156.0% | $4,932+112.4% | $3,038+244.9% |
| Participant deferral / active EE | $16,567 | $8,484+95.3% | $8,065+105.4% | $5,090+225.5% |
| Admin fee / account holder | $162 | $180-9.5% | $12,993-98.7% | $269-39.7% |