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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $176,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$186,373 |
Annual investment return 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 | $185,841 | $86,897+113.9% | $151,634+22.6% | $64,829+186.7% |
| Participation rate | 98.5% | 87.3%+11.3pp | 87.5%+11.0pp | 71.5%+27.0pp |
| Annual return | -22.49% | -3.57%-18.9pp | 3.32%-25.8pp | 32.85%-55.3pp |
| Employer contribution / active EE | $13,395 | $4,010+234.0% | $6,165+117.3% | $2,507+434.3% |
| Participant deferral / active EE | $13,543 | $6,690+102.4% | $8,363+61.9% | $4,312+214.1% |
| Admin fee / account holder | -$7 | $153-104.6% | $11,614-100.1% | $188-103.7% |