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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,935 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,003 | $79,438+208.4% | $106,555+129.9% | $79,391+208.6% |
| Participation rate | 99.3% | 74.2%+25.1pp | 76.1%+23.2pp | 70.7%+28.6pp |
| Annual return | 14.68% | 18.27%-3.6pp | 26.80%-12.1pp | 116.88%-102.2pp |
| Employer contribution / active EE | $4,974 | $2,235+122.6% | $2,819+76.4% | $2,428+104.9% |
| Participant deferral / active EE | $10,788 | $3,824+182.1% | $4,399+145.3% | $4,046+166.6% |
| Admin fee / account holder | -$35 | $523-106.8% | $7,408-100.5% | $627-105.7% |