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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 | $51,642+128.3% | $129,384-8.9% | $80,935+45.7% |
| Participation rate | 65.6% | 56.9%+8.7pp | 69.6%-4.0pp | 67.7%-2.0pp |
| Annual return | 16.16% | 20.78%-4.6pp | 9461.77%-9445.6pp | 35.66%-19.5pp |
| Employer contribution / active EE | $2,895 | $1,583+82.9% | $4,153-30.3% | $2,757+5.0% |
| Participant deferral / active EE | $7,378 | $2,670+176.4% | $4,166+77.1% | $4,299+71.6% |
| Admin fee / account holder | $2 | $4,312-99.9% | $7,686-100.0% | $6,924-100.0% |