| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $975,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $234,974 |
VERUS3 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $62,500 |
HOLLAND & KNIGHT3 years Service code 29 · EIN 59-0663819 | Legal | $5,927 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,954 | $146,341+66.0% | $98,920+145.6% | $93,223+160.6% |
| Participation rate | 99.3% | 89.3%+10.0pp | 76.0%+23.2pp | 74.9%+24.3pp |
| Annual return | 17.89% | 16.85%+1.0pp | 196.47%-178.6pp | 19.29%-1.4pp |
| Employer contribution / active EE | $18,078 | $4,823+274.8% | $2,689+572.2% | $2,680+574.7% |
| Participant deferral / active EE | $14,301 | $7,126+100.7% | $4,245+236.9% | $4,563+213.4% |
| Admin fee / account holder | $89 | $63+41.0% | $6,643-98.7% | $79+11.8% |