Filed January 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,887 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,241 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,658 | $79,209+35.9% | $102,434+5.1% | $74,459+44.6% |
| Participation rate | 93.3% | 74.8%+18.6pp | 76.5%+16.8pp | 67.2%+26.1pp |
| Annual return | 11.71% | 54.98%-43.3pp | 29.46%-17.7pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $2,962 | $2,362+25.4% | $3,023-2.0% | $2,626+12.8% |
| Participant deferral / active EE | $6,343 | $4,417+43.6% | $5,055+25.5% | $4,350+45.8% |
| Admin fee / account holder | $208 | $2,002-89.6% | $9,462-97.8% | $1,945-89.3% |