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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,111 |
COHNREZNICK LLP5 years Service code 10 · EIN 33-4144829 | Accounting | $4,700 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,339 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $2,308 |
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 | $75,994 | $50,919+49.2% | $155,556-51.1% | $77,762-2.3% |
| Participation rate | 65.2% | 63.1%+2.1pp | 78.2%-13.0pp | 70.6%-5.4pp |
| Annual return | 14.05% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $1,106 | $1,991-44.5% | $4,675-76.4% | $2,728-59.5% |
| Participant deferral / active EE | $4,136 | $2,824+46.4% | $5,631-26.5% | $4,651-11.1% |
| Admin fee / account holder | $50 | $437-88.4% | $15,885-99.7% | $433-88.3% |