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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $49,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,735 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,236 | $50,820+40.2% | $155,567-54.2% | $77,671-8.3% |
| Participation rate | 52.4% | 63.1%-10.8pp | 78.2%-25.8pp | 70.6%-18.2pp |
| Annual return | 14.56% | 34.85%-20.3pp | 64.74%-50.2pp | 31.21%-16.6pp |
| Employer contribution / active EE | $1,414 | $1,993-29.0% | $4,674-69.7% | $2,726-48.1% |
| Participant deferral / active EE | $3,054 | $2,823+8.2% | $5,628-45.7% | $4,648-34.3% |
| Admin fee / account holder | $286 | $436-34.5% | $15,916-98.2% | $430-33.6% |