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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,204 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,068 | $37,117+43.0% | $147,617-64.1% | $55,191-3.8% |
| Participation rate | 62.5% | 63.6%-1.1pp | 84.6%-22.1pp | 69.2%-6.6pp |
| Annual return | 1.32% | 3.44%-2.1pp | 61.98%-60.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $795 | $1,620-51.0% | $5,564-85.7% | $1,899-58.2% |
| Participant deferral / active EE | $3,294 | $1,985+65.9% | $4,895-32.7% | $3,046+8.1% |
| Admin fee / account holder | $15 | $86-82.1% | $11,612-99.9% | $91-83.1% |