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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,994 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,218 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,966 | $72,303-17.1% | $86,698-30.8% | $64,819-7.5% |
| Participation rate | 71.3% | 80.4%-9.1pp | 76.6%-5.3pp | 71.5%-0.2pp |
| Annual return | -16.39% | 392.77%-409.2pp | 35.95%-52.3pp | 32.84%-49.2pp |
| Employer contribution / active EE | $2,733 | $2,393+14.2% | $2,837-3.6% | $2,507+9.0% |
| Participant deferral / active EE | $5,928 | $4,660+27.2% | $4,656+27.3% | $4,311+37.5% |
| Admin fee / account holder | $45 | $174-74.3% | $7,493-99.4% | $188-76.2% |