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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 | $88,982-8.4% | $102,438-20.4% | $77,671+4.9% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.5%+17.7pp | 70.6%+23.6pp |
| Annual return | 18.17% | 25.01%-6.8pp | 29.37%-11.2pp | 31.21%-13.0pp |
| Employer contribution / active EE | $5,632 | $2,698+108.7% | $3,024+86.3% | $2,726+106.6% |
| Participant deferral / active EE | $11,159 | $5,144+117.0% | $5,054+120.8% | $4,648+140.1% |
| Admin fee / account holder | $26 | $236-89.1% | $9,448-99.7% | $430-94.0% |