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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,408 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,310 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,657 | $99,168-23.7% | $96,534-21.6% | $74,460+1.6% |
| Participation rate | 74.2% | 80.7%-6.5pp | 76.0%-1.8pp | 70.7%+3.4pp |
| Annual return | 21.96% | 22.40%-0.4pp | 25.88%-3.9pp | 34.38%-12.4pp |
| Employer contribution / active EE | $3,294 | $2,570+28.2% | $2,965+11.1% | $2,638+24.8% |
| Participant deferral / active EE | $7,387 | $4,936+49.6% | $4,851+52.3% | $4,530+63.1% |
| Admin fee / account holder | $43 | $225-80.8% | $8,253-99.5% | $348-87.6% |