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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $166,149 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,580 |
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 | $96,714 | $105,581-8.4% | $70,476+37.2% | $90,274+7.1% |
| Participation rate | 84.6% | 77.5%+7.1pp | 75.1%+9.5pp | 73.4%+11.2pp |
| Annual return | 33.63% | 14.78%+18.8pp | 109.12%-75.5pp | 53.97%-20.3pp |
| Employer contribution / active EE | $2,053 | $3,304-37.9% | $2,738-25.0% | $2,523-18.7% |
| Participant deferral / active EE | $11,200 | $3,813+193.7% | $3,710+201.9% | $4,231+164.7% |
| Admin fee / account holder | $134 | $68+98.9% | $3,847-96.5% | $114+17.7% |