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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,361 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,137 | $47,105+407.7% | $68,368+249.8% | $67,986+251.7% |
| Participation rate | 97.5% | 51.8%+45.7pp | 73.8%+23.8pp | 57.2%+40.3pp |
| Annual return | 16.64% | 48.37%-31.7pp | 292.57%-275.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $13,232 | $1,859+611.9% | $2,649+399.5% | $2,019+555.4% |
| Participant deferral / active EE | $16,611 | $2,374+599.7% | $4,123+302.9% | $3,358+394.7% |
| Admin fee / account holder | $71 | $2,435-97.1% | $5,150-98.6% | $3,203-97.8% |