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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,189 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,919 | $176,471-24.7% | $95,968+38.5% | $90,274+47.2% |
| Participation rate | 98.9% | 86.6%+12.3pp | 77.1%+21.8pp | 73.4%+25.6pp |
| Annual return | 0.00% | 20.15%-20.1pp | 91.65%-91.7pp | 53.97%-54.0pp |
| Employer contribution / active EE | $1,087 | $2,783-60.9% | $2,542-57.2% | $2,523-56.9% |
| Participant deferral / active EE | $1,458 | $5,325-72.6% | $4,167-65.0% | $4,231-65.5% |
| Admin fee / account holder | $13 | $154-91.5% | $6,798-99.8% | $114-88.5% |