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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,488 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,009 |
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 | $48,446 | $37,245+30.1% | $94,993-49.0% | $77,958-37.9% |
| Participation rate | 50.2% | 56.5%-6.2pp | 73.9%-23.7pp | 71.6%-21.4pp |
| Annual return | 17.16% | 22.72%-5.6pp | 27.14%-10.0pp | 20.87%-3.7pp |
| Employer contribution / active EE | $1,154 | $894+29.1% | $2,603-55.7% | $2,310-50.0% |
| Participant deferral / active EE | $2,476 | $1,828+35.4% | $3,317-25.4% | $3,537-30.0% |
| Admin fee / account holder | $24 | $59-58.7% | $4,960-99.5% | $97-74.9% |