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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 81-3433658 | Advisory (Plan) | $33,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,913 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $936 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,231 | $101,653+35.0% | $147,080-6.7% | $74,459+84.3% |
| Participation rate | 81.5% | 75.6%+6.0pp | 82.2%-0.7pp | 67.2%+14.3pp |
| Annual return | 17.14% | 8754.98%-8737.8pp | 420.17%-403.0pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $4,395 | $3,813+15.3% | $4,933-10.9% | $2,626+67.4% |
| Participant deferral / active EE | $10,485 | $7,304+43.5% | $8,066+30.0% | $4,350+141.1% |
| Admin fee / account holder | $332 | $1,752-81.0% | $12,989-97.4% | $1,945-82.9% |