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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,194 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,009 | $65,118-43.2% | $76,768-51.8% | $55,725-33.6% |
| Participation rate | 68.0% | 79.6%-11.6pp | 77.0%-8.9pp | 70.9%-2.8pp |
| Annual return | -5.56% | -1.27%-4.3pp | 2.43%-8.0pp | 244.93%-250.5pp |
| Employer contribution / active EE | $658 | $1,941-66.1% | $2,485-73.5% | $2,078-68.4% |
| Participant deferral / active EE | $1,784 | $3,688-51.6% | $3,852-53.7% | $3,356-46.8% |
| Admin fee / account holder | $24 | $116-79.4% | $6,675-99.6% | $115-79.3% |