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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,164 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,457 | $95,417-2.1% | $135,974-31.3% | $74,460+25.5% |
| Participation rate | 91.8% | 78.2%+13.6pp | 81.9%+9.9pp | 70.7%+21.1pp |
| Annual return | 17.94% | 32.76%-14.8pp | 68.30%-50.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $6,776 | $3,878+74.7% | $4,859+39.5% | $2,638+156.8% |
| Participant deferral / active EE | $12,433 | $7,789+59.6% | $7,760+60.2% | $4,530+174.5% |
| Admin fee / account holder | $50 | $266-81.4% | $10,767-99.5% | $348-85.7% |