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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,121 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,662 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,555 | $102,385-6.7% | $147,080-35.0% | $80,935+18.1% |
| Participation rate | 86.9% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 24.64% | 135.09%-110.5pp | 420.17%-395.5pp | 35.66%-11.0pp |
| Employer contribution / active EE | $5,341 | $3,717+43.7% | $4,933+8.3% | $2,757+93.7% |
| Participant deferral / active EE | $28,767 | $6,651+332.5% | $8,066+256.6% | $4,299+569.1% |
| Admin fee / account holder | $80 | $7,951-99.0% | $12,989-99.4% | $6,924-98.9% |