| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $598,524 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $546,159 |
TIAA3 years Service code 12 · EIN 13-1624203 | Claims processing | $153,083 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,107 | $107,662+171.3% | $159,495+83.1% | $106,520+174.2% |
| Participation rate | 79.9% | 69.4%+10.5pp | 82.8%-2.9pp | 71.3%+8.6pp |
| Annual return | 13.83% | 22.17%-8.3pp | 263.72%-249.9pp | 19.28%-5.5pp |
| Employer contribution / active EE | $1,745 | $2,741-36.4% | $4,831-63.9% | $2,840-38.6% |
| Participant deferral / active EE | $11,980 | $6,799+76.2% | $7,354+62.9% | $4,948+142.1% |
| Admin fee / account holder | $9 | $69-86.8% | $10,804-99.9% | $75-87.8% |