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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,542 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,830 | $70,917+167.7% | $98,920+91.9% | $73,497+158.3% |
| Participation rate | 99.4% | 73.8%+25.5pp | 76.0%+23.3pp | 70.7%+28.7pp |
| Annual return | 17.67% | 34.18%-16.5pp | 196.47%-178.8pp | 28.51%-10.8pp |
| Employer contribution / active EE | $4,429 | $2,037+117.4% | $2,689+64.7% | $2,270+95.1% |
| Participant deferral / active EE | $9,395 | $3,501+168.3% | $4,245+121.3% | $3,740+151.2% |
| Admin fee / account holder | $33 | $535-93.7% | $6,643-99.5% | $513-93.5% |