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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,756 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,505 | $89,123-8.5% | $102,460-20.5% | $77,762+4.8% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.5%+17.7pp | 70.6%+23.6pp |
| Annual return | 18.17% | 25.05%-6.9pp | 29.47%-11.3pp | 31.27%-13.1pp |
| Employer contribution / active EE | $5,632 | $2,700+108.6% | $3,025+86.2% | $2,728+106.4% |
| Participant deferral / active EE | $11,159 | $5,148+116.8% | $5,056+120.7% | $4,651+139.9% |
| Admin fee / account holder | $26 | $236-89.1% | $9,460-99.7% | $433-94.1% |