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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,337 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,344 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,155 | $65,904+33.8% | $160,784-45.2% | $79,634+10.7% |
| Participation rate | 74.0% | 56.2%+17.8pp | 77.0%-2.9pp | 62.5%+11.5pp |
| Annual return | 18.77% | 20.16%-1.4pp | 1803.92%-1785.1pp | 36.46%-17.7pp |
| Employer contribution / active EE | $2,127 | $1,805+17.8% | $3,733-43.0% | $2,529-15.9% |
| Participant deferral / active EE | $6,920 | $3,692+87.4% | $6,293+10.0% | $3,835+80.5% |
| Admin fee / account holder | $57 | $965-94.1% | $9,717-99.4% | $1,002-94.3% |