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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,011 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $23,783 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $1,810 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $492 |
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 | $57,238 | $46,332+23.5% | $143,797-60.2% | $64,824-11.7% |
| Participation rate | 66.0% | 64.2%+1.7pp | 80.3%-14.3pp | 71.5%-5.5pp |
| Annual return | -15.19% | -10.05%-5.1pp | -0.04%-15.2pp | 32.84%-48.0pp |
| Employer contribution / active EE | $930 | $1,911-51.3% | $4,952-81.2% | $2,507-62.9% |
| Participant deferral / active EE | $3,381 | $2,647+27.7% | $5,638-40.0% | $4,311-21.6% |
| Admin fee / account holder | $77 | $154-50.0% | $14,679-99.5% | $188-59.0% |