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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,503 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,662 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,953 | $89,282+0.8% | $94,679-5.0% | $74,440+20.8% |
| Participation rate | 70.2% | 82.4%-12.3pp | 80.8%-10.7pp | 70.7%-0.6pp |
| Annual return | 18.55% | 25.96%-7.4pp | 156.75%-138.2pp | 34.37%-15.8pp |
| Employer contribution / active EE | $1,755 | $3,022-41.9% | $3,673-52.2% | $2,638-33.5% |
| Participant deferral / active EE | $7,924 | $8,425-5.9% | $7,417+6.8% | $4,529+75.0% |
| Admin fee / account holder | $2 | $219-99.0% | $7,233-100.0% | $348-99.4% |