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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,498 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,736 | $78,339-11.0% | $85,709-18.6% | $93,010-25.0% |
| Participation rate | 48.8% | 72.5%-23.7pp | 69.9%-21.0pp | 73.9%-25.1pp |
| Annual return | 12.55% | 21.17%-8.6pp | 21.49%-8.9pp | 158.70%-146.2pp |
| Employer contribution / active EE | $971 | $2,560-62.1% | $2,619-62.9% | $2,705-64.1% |
| Participant deferral / active EE | $2,854 | $3,882-26.5% | $3,924-27.3% | $4,561-37.4% |
| Admin fee / account holder | $100 | $104-3.8% | $6,876-98.5% | $152-34.1% |