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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $201 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,899 | $51,604+128.5% | $129,295-8.8% | $80,874+45.8% |
| Participation rate | 65.6% | 57.0%+8.6pp | 69.6%-4.0pp | 67.6%-2.0pp |
| Annual return | 16.16% | 20.76%-4.6pp | 9429.28%-9413.1pp | 35.62%-19.5pp |
| Employer contribution / active EE | $2,895 | $1,585+82.7% | $4,157-30.4% | $2,756+5.0% |
| Participant deferral / active EE | $7,378 | $2,670+176.3% | $4,169+77.0% | $4,297+71.7% |
| Admin fee / account holder | $2 | $4,310-99.9% | $7,665-100.0% | $6,935-100.0% |