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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,819 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$74,642 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,754 | $111,491+139.3% | $189,534+40.7% | $86,828+207.2% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.8%+11.9pp | 72.3%+27.4pp |
| Annual return | -1.61% | 83.50%-85.1pp | 555.39%-557.0pp | 97.95%-99.6pp |
| Employer contribution / active EE | $14,004 | $3,951+254.4% | $6,162+127.3% | $2,406+482.0% |
| Participant deferral / active EE | $14,992 | $6,437+132.9% | $8,220+82.4% | $4,132+262.8% |
| Admin fee / account holder | -$33 | $189-117.6% | $12,049-100.3% | $170-119.6% |