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| Provider | Service type | Compensation |
|---|---|---|
FIIOC1+ years Filed as: FIIOC, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,823 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $612 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,745 | $46,732-15.0% | $156,549-74.6% | $55,167-28.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | -0.04% | 17.72%-17.8pp | 32.23%-32.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $5,300 | $2,105+151.8% | $5,501-3.7% | $1,963+170.1% |
| Participant deferral / active EE | $1,625 | $2,204-26.3% | $4,871-66.6% | $3,054-46.8% |
| Admin fee / account holder | $24 | $418-94.2% | $13,027-99.8% | $504-95.2% |