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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $37,517 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,809 | $72,639+56.7% | $90,766+25.4% | $66,949+70.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.61% | -12.28%-0.3pp | -12.16%-0.5pp | 1.57%-14.2pp |
| Employer contribution / active EE | $5,440 | $2,369+129.6% | $2,922+86.2% | $2,545+113.7% |
| Participant deferral / active EE | $6,305 | $3,979+58.5% | $4,565+38.1% | $4,239+48.7% |
| Admin fee / account holder | $223 | $708-68.4% | $8,446-97.4% | $594-62.4% |