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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $157,222 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,573 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,961 | $98,780-13.0% | $60,899+41.2% | $77,906+10.3% |
| Participation rate | 80.9% | 76.7%+4.2pp | 73.1%+7.8pp | 73.7%+7.2pp |
| Annual return | -17.20% | -11.56%-5.6pp | 16.92%-34.1pp | 12.16%-29.4pp |
| Employer contribution / active EE | $1,868 | $3,605-48.2% | $2,702-30.9% | $2,846-34.4% |
| Participant deferral / active EE | $12,560 | $4,200+199.0% | $3,817+229.1% | $4,805+161.4% |
| Admin fee / account holder | $131 | $89+48.1% | $3,225-95.9% | $133-1.1% |