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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,619 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,268 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,313 | $89,123+0.2% | $102,460-12.8% | $77,762+14.9% |
| Participation rate | 76.1% | 80.9%-4.8pp | 76.5%-0.4pp | 70.6%+5.5pp |
| Annual return | 16.11% | 25.05%-8.9pp | 29.47%-13.4pp | 31.27%-15.2pp |
| Employer contribution / active EE | $3,357 | $2,700+24.3% | $3,025+11.0% | $2,728+23.0% |
| Participant deferral / active EE | $7,551 | $5,148+46.7% | $5,056+49.4% | $4,651+62.4% |
| Admin fee / account holder | $51 | $236-78.3% | $9,460-99.5% | $433-88.2% |