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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,884 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,876 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,637 | $71,534+82.6% | $98,462+32.7% | $71,529+82.6% |
| Participation rate | 97.6% | 72.7%+24.9pp | 75.2%+22.4pp | 67.9%+29.6pp |
| Annual return | 22.14% | 32.44%-10.3pp | 21.17%+1.0pp | 28.97%-6.8pp |
| Employer contribution / active EE | $6,619 | $2,399+175.9% | $3,049+117.1% | $2,590+155.6% |
| Participant deferral / active EE | $7,074 | $4,109+72.2% | $4,738+49.3% | $4,291+64.8% |
| Admin fee / account holder | $182 | $1,677-89.1% | $8,875-97.9% | $1,588-88.5% |