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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,609 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,700 | $89,093+5.2% | $102,434-8.5% | $77,736+20.5% |
| Participation rate | 87.9% | 80.9%+7.0pp | 76.5%+11.4pp | 70.6%+17.3pp |
| Annual return | 28.02% | 25.03%+3.0pp | 29.46%-1.4pp | 31.26%-3.2pp |
| Employer contribution / active EE | $6,595 | $2,699+144.3% | $3,023+118.2% | $2,728+141.8% |
| Participant deferral / active EE | $15,277 | $5,147+196.8% | $5,055+202.2% | $4,651+228.5% |
| Admin fee / account holder | $85 | $236-63.9% | $9,462-99.1% | $433-80.3% |