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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,629 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,215 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $71,703 | $69,511+3.2% | $94,672-24.3% | $71,529+0.2% |
| Participation rate | 63.5% | 78.4%-14.9pp | 80.8%-17.4pp | 67.9%-4.5pp |
| Annual return | 22.70% | 29.67%-7.0pp | 156.89%-134.2pp | 28.97%-6.3pp |
| Employer contribution / active EE | $141 | $2,853-95.1% | $3,673-96.2% | $2,590-94.5% |
| Participant deferral / active EE | $12,395 | $7,348+68.7% | $7,417+67.1% | $4,291+188.8% |
| Admin fee / account holder | $298 | $1,211-75.4% | $7,222-95.9% | $1,588-81.2% |